SEC 13F Intelligence

Buck Wealth Strategies, LLC / V

Buck Wealth Strategies, LLC’s Visa Inc Position

Does Buck Wealth Strategies, LLC own Visa Inc (V)? Yes — 36.9K shares worth $11M (+1.38% of its 13F portfolio) as of Q1 2026, up from 34.8K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
36.9K
% of Portfolio
+1.38%
Quarters Held
10
currently held

Position History V

Reported value by quarter
Q3 ’23: $5MQ3 ’23Q4 ’23: $7MQ2 ’24: $7MQ2 ’24Q3 ’24: $6MQ4 ’24: $9MQ4 ’24Q1 ’25: $10MQ2 ’25: $11MQ2 ’25Q3 ’25: $11MQ4 ’25: $12MQ4 ’25Q1 ’26: $11Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202636.9K$11M+1.38%
Q4 202534.8K$12M+1.55%
Q3 202531.4K$11M+1.47%
Q2 202530.3K$11M+1.64%
Q1 202527.3K$10M+1.74%
Q4 202430.1K$9M+1.97%
Q3 202423.2K$6M+2.01%
Q2 202426.0K$7M+2.01%
Q4 202327.8K$7M+2.68%
Q3 202323.5K$5M+2.17%

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