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Visa shares owned by LifeWealth Investments

Quarter-by-quarter ownership of Visa (V) shares owned by LifeWealth Investments from 13F filings

Historical chart of LifeWealth Investments investment in Visa

Tip: Access up to 7 years of quarterly data

All positions including Visa held by LifeWealth Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Visa by LifeWealth Investments

Quarter filed Position value Share count Share price at filing
2025-12-31 $629k 1.8k 350.71
2025-09-30 $623k 1.8k 341.37
2025-06-30 $688k 1.9k 354.98
2025-03-31 $506k 1.4k 350.47
2024-12-31 $398k 1.3k 316.04

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Ishares Tr Rus Tp200 Gr Etf (IWY)
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Capitol Ser Tr Sterling Cap Enh (SCEC)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Gold Tr Ishares New (IAU)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr National Mun Etf (MUB)
Ishares Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Pimco Dynamic Income SHS (PDI)

View all positions for LifeWealth Investments

Top funds holding Visa

Vanguard Group
BlackRock
State Street Corporation
FMR
Geode Capital Management
TCI Fund Management
Capital World Investors
Capital Research and Management Company - Division 3
Alliancebernstein
Northern Trust
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Charles Schwab Investment Management
Ameriprise Financial

View all funds holding Visa