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Creative Planning V Position History
Visa Inc. • Services
Quarters held
10
Latest value
$340.3M
Q3 2026
Peak value
$340.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $9.9M |
| Q3 2025 | $250.6M |
| Q4 2025 | $258.8M |
| Q4 2025 | $9.9M |
| Q1 2026 | $8.7M |
| Q1 2026 | $236.6M |
| Q2 2026 | $10.4M |
| Q2 2026 | $296.3M |
| Q3 2026 | $10.9M |
| Q3 2026 | $340.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $340.3M | 946.9K | — | — |
| Q3 2026 | $10.9M | 30.3K | — | — |
| Q2 2026 | $296.3M | 863.6K | — | — |
| Q2 2026 | $10.4M | 30.3K | — | — |
| Q1 2026 | $236.6M | 782.8K | — | — |
| Q1 2026 | $8.7M | 28.9K | — | — |
| Q4 2025 | $9.9M | 28.2K | — | — |
| Q4 2025 | $258.8M | 738.0K | — | — |
| Q3 2025 | $250.6M | 734.0K | — | — |
| Q3 2025 | $9.9M | 29.0K | — | — |
Other funds holding V
$54.7B
$53.6B
$50.5B
$49.1B
$29.1B
$28.4B