Visa shares owned by Heritage Family Offices
Historical chart of Heritage Family Offices investment in Visa
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All positions including Visa held by Heritage Family Offices consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by Heritage Family Offices
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 6.7k | 341.40 |
| 2025-06-30 | $2.4M | 6.9k | 342.86 |
| 2025-03-31 | $2.4M | 6.9k | 350.47 |
| 2024-12-31 | $2.0M | 6.4k | 316.04 |
| 2024-09-30 | $1.7M | 6.1k | 274.94 |
| 2024-06-30 | $1.6M | 6.1k | 262.46 |