SEC 13F Intelligence

Unique Wealth Strategies, LLC / V

Unique Wealth Strategies, LLC’s Visa Inc Position

Does Unique Wealth Strategies, LLC own Visa Inc (V)? Yes10.4K shares worth $3M (+1.35% of its 13F portfolio) as of Q2 2024.

Position Value
$3M
Q2 2024
Shares
10.4K
% of Portfolio
+1.35%
Quarters Held
3
currently held

Position History V

Reported value by quarter
Q4 ’23: $3MQ4 ’23Q1 ’24: $3MQ1 ’24Q2 ’24: $3MQ2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202410.4K$3M+1.35%
Q1 202410.4K$3M+1.42%
Q4 202312.5K$3M+2.17%

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