SEC 13F Intelligence

Yoffe Investment Management, LLC / V

Yoffe Investment Management, LLC’s Visa Inc Position

Does Yoffe Investment Management, LLC own Visa Inc (V)? Yes — 2.7K shares worth $815,050 (+1.04% of its 13F portfolio) as of Q1 2026.

Position Value
$815,050
Q1 2026
Shares
2.7K
% of Portfolio
+1.04%
Quarters Held
6
currently held

Position History V

Reported value by quarter
Q4 ’24: $852,124Q4 ’24Q1 ’25: $944,980Q1 ’25Q2 ’25: $957,409Q2 ’25Q3 ’25: $920,599Q3 ’25Q4 ’25: $945,759Q4 ’25Q1 ’26: $815,050Q1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.7K$815,050+1.04%
Q4 20252.7K$945,759+1.21%
Q3 20252.7K$920,599+1.20%
Q2 20252.7K$957,409+1.31%
Q1 20252.7K$944,980+1.39%
Q4 20242.7K$852,124+1.27%

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