Visa shares owned by Heritage Financial Services
Quarter-by-quarter ownership of Visa (V) shares owned by Heritage Financial Services
from 13F filings
Historical chart of Heritage Financial Services investment in Visa
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Quarterly reported holdings in Visa by Heritage Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $438k | 1.3k | 341.38 |
| 2025-06-30 | $870k | 2.5k | 355.05 |
| 2025-03-31 | $317k | 903 | 350.46 |
| 2024-12-31 | $254k | 805 | 316.04 |
| 2024-09-30 | $205k | 745 | 274.95 |
| 2024-03-31 | $241k | 864 | 279.08 |
| 2022-06-30 | $45k | 233 | 193.13 |
More positions owned by Heritage Financial Services
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