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Visa shares owned by Lutz Financial Services

Quarter-by-quarter ownership of Visa (V) shares owned by Lutz Financial Services from 13F filings

Historical chart of Lutz Financial Services investment in Visa

Tip: Access up to 7 years of quarterly data

All positions including Visa held by Lutz Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Visa by Lutz Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $256k 750 341.38
2025-06-30 $268k 754 355.05
2025-03-31 $256k 730 350.46
2024-12-31 $224k 710 316.04

More positions owned by Lutz Financial Services

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Series Trust S&p 400 Mdcp Val (MDYV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Mbs Etf (MBB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Lutz Financial Services

Top funds holding Visa

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
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
Charles Schwab Investment Management
UBS Group

View all funds holding Visa