Novak Financial Planning »

Visa shares owned by Novak Financial Planning

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

Historical chart of Novak Financial Planning investment in Visa

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Visa by Novak Financial Planning

Quarter filed Position value Share count Share price at filing
2021-06-30 $252k 1.1k 234.20
2021-03-31 $228k 1.1k 211.90
2020-12-31 $229k 1.0k 219.14

More positions owned by Novak Financial Planning

Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Blackrock Ultra (ICSH)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Index Fds Growth Etf (VUG)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Novak Financial Planning

Top funds holding Visa

Vanguard Group
BlackRock
State Street Corporation
FMR
T. Rowe Price Associates
Geode Capital Management
Bank of America Corporation
Alliancebernstein
Capital World Investors
Capital Research and Management Company - Division 3
TCI Fund Management
Royal Bank of Canada
Goldman Sachs Group
Northern Trust
Massachusetts Financial Services

View all funds holding Visa