Visa shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of Visa (V) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance investment in Visa
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Quarterly reported holdings in Visa by Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $28M | 83k | 341.38 |
| 2025-06-30 | $29M | 82k | 355.05 |
| 2025-03-31 | $29M | 81k | 350.46 |
| 2024-12-31 | $25M | 78k | 316.04 |
| 2024-09-30 | $20M | 71k | 274.95 |
| 2024-06-30 | $21M | 79k | 262.47 |
| 2024-03-31 | $22M | 80k | 279.08 |
| 2023-12-31 | $22M | 84k | 260.35 |
| 2023-09-30 | $17M | 73k | 230.01 |
| 2023-06-30 | $17M | 73k | 237.48 |
| 2023-03-31 | $17M | 74k | 225.46 |
| 2022-12-31 | $15k | 73k | 0.21 |
| 2022-09-30 | $12M | 70k | 177.64 |
| 2022-06-30 | $22M | 111k | 196.89 |
| 2022-03-31 | $25M | 113k | 221.77 |
| 2021-12-31 | $24M | 112k | 216.71 |
| 2021-09-30 | $22M | 98k | 222.75 |
| 2021-06-30 | $22M | 94k | 233.81 |
| 2021-03-31 | $21M | 97k | 211.72 |
| 2020-12-31 | $23M | 104k | 218.73 |
| 2020-09-30 | $21M | 103k | 199.97 |
| 2020-06-30 | $19M | 97k | 193.17 |
| 2020-03-31 | $15M | 93k | 161.12 |
| 2019-12-31 | $18M | 94k | 187.90 |
| 2019-09-30 | $17M | 97k | 172.01 |
| 2019-06-30 | $0 | 96k | 0.00 |
| 2019-03-31 | $15M | 94k | 156.19 |
| 2018-12-31 | $13M | 101k | 131.93 |
| 2018-09-30 | $15M | 98k | 149.45 |
| 2018-06-30 | $9.8M | 75k | 131.38 |
| 2018-03-31 | $8.6M | 73k | 118.40 |
| 2017-12-31 | $6.5M | 54k | 119.33 |
| 2017-09-30 | $5.4M | 50k | 107.02 |
| 2017-06-30 | $4.1M | 43k | 95.08 |
| 2017-03-31 | $1.8M | 21k | 89.03 |
| 2016-12-31 | $1.5M | 19k | 81.84 |
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