Visa shares owned by Lakeshore Financial Planning
Quarter-by-quarter ownership of Visa (V) shares owned by Lakeshore Financial Planning
from 13F filings
Historical chart of Lakeshore Financial Planning investment in Visa
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All positions including Visa held by Lakeshore Financial Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by Lakeshore Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $287k | 842 | 341.38 |
| 2025-06-30 | $299k | 842 | 355.05 |
| 2025-03-31 | $295k | 842 | 350.46 |
| 2024-12-31 | $282k | 891 | 316.04 |
| 2024-09-30 | $245k | 891 | 274.95 |
| 2024-06-30 | $210k | 799 | 262.47 |
| 2024-03-31 | $223k | 799 | 279.08 |
More positions owned by Lakeshore Financial Planning
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