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Heirloom Wealth Management → V
Heirloom Wealth Management V Position History
Visa Inc. • Services
Quarters held
5
Latest value
$38.8M
Q3 2026
Peak value
$38.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $23.7M |
| Q4 2025 | $27.8M |
| Q1 2026 | $28M |
| Q2 2026 | $36.6M |
| Q3 2026 | $38.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $38.8M | 107.9K | — | — |
| Q2 2026 | $36.6M | 106.5K | — | — |
| Q1 2026 | $28M | 92.6K | — | — |
| Q4 2025 | $27.8M | 79.2K | — | — |
| Q3 2025 | $23.7M | 69.3K | — | — |
Other funds holding V
$54.7B
$53.6B
$50.5B
$49.1B
$29.1B
$28.4B