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Cove Private Wealth, LLC → V

Cove Private Wealth, LLC V Position History

Visa Inc. • Services

Quarters held
5
Latest value
$5.7M
Q3 2026
Peak value
$5.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$3.9M
Q4 2025$4M
Q1 2026$4.2M
Q2 2026$4.9M
Q3 2026$5.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.7M15.7K——
Q2 2026$4.9M14.4K——
Q1 2026$4.2M13.8K——
Q4 2025$4M11.5K——
Q3 2025$3.9M11.4K——

Other funds holding V

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$38.3M
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$34.2M
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$34M