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NWF Advisory Services Inc. → V
NWF Advisory Services Inc. V Position History
Visa Inc. • Services
Quarters held
9
Latest value
$13.9M
Q3 2026
Peak value
$13.9M
First seen
Q1 2023
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2023 | $7.9M |
| Q2 2023 | $7.9M |
| Q3 2023 | $7.6M |
| Q4 2023 | $8.7M |
| Q3 2025 | $12.4M |
| Q4 2025 | $12.8M |
| Q1 2026 | $11.4M |
| Q2 2026 | $13.3M |
| Q3 2026 | $13.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $13.9M | 38.7K | — | — |
| Q2 2026 | $13.3M | 38.8K | — | — |
| Q1 2026 | $11.4M | 37.6K | — | — |
| Q4 2025 | $12.8M | 36.6K | — | — |
| Q3 2025 | $12.4M | 36.3K | — | — |
| Q4 2023 | $8.7M | 33.3K | — | — |
| Q3 2023 | $7.6M | 33.2K | — | — |
| Q2 2023 | $7.9M | 33.1K | — | — |
| Q1 2023 | $7.9M | 33.1K | — | — |
Other funds holding V
$54.7B
$53.6B
$50.5B
$49.1B
$29.1B
$28.4B