SEC 13F Intelligence

Kw Wealth Management LLC / V

Kw Wealth Management LLC’s Visa Inc Position

Does Kw Wealth Management LLC own Visa Inc (V)? Not currently — the last reported position was 3.9K shares worth $1M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$1M
Q4 2025
Shares
3.9K
% of Portfolio
+2.10%
Quarters Held
2
position exited

Position History V

Reported value by quarter
Q3 ’25: $1MQ3 ’25Q4 ’25: $1MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20253.9K$1M+2.10%
Q3 20253.6K$1M+2.08%

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