SEC 13F Intelligence

Cic Wealth, LLC / V

Cic Wealth, LLC’s Visa Inc Position

Does Cic Wealth, LLC own Visa Inc (V)? Yes — 19.6K shares worth $5M (+1.39% of its 13F portfolio) as of Q3 2024, up from 19.3K shares the prior filed quarter.

Position Value
$5M
Q3 2024
Shares
19.6K
% of Portfolio
+1.39%
Quarters Held
8
currently held

Position History V

Reported value by quarter
Q4 ’22: $4MQ4 ’22Q1 ’23: $5MQ1 ’23Q2 ’23: $5MQ2 ’23Q3 ’23: $5MQ3 ’23Q4 ’23: $5MQ4 ’23Q1 ’24: $5MQ1 ’24Q2 ’24: $5MQ2 ’24Q3 ’24: $5MQ3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202419.6K$5M+1.39%
Q2 202419.3K$5M+1.40%
Q1 202419.6K$5M+1.59%
Q4 202320.2K$5M+1.67%
Q3 202320.9K$5M+1.72%
Q2 202321.1K$5M+1.74%
Q1 202321.4K$5M+1.82%
Q4 202221.6K$4M+1.85%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Cic Wealth, LLC’s full portfolio or all institutional holders of V.