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Visa shares owned by Planning Alternatives

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

Historical chart of Planning Alternatives investment in Visa

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Visa by Planning Alternatives

Quarter filed Position value Share count Share price at filing
2025-09-30 $323k 946 341.38
2025-06-30 $459k 1.3k 355.05
2025-03-31 $460k 1.3k 350.46
2024-12-31 $215k 680 316.04

More positions owned by Planning Alternatives

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Apple (AAPL)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Esg Awr Msci Usa (ESGU)
Microsoft Corporation (MSFT)

View all positions for Planning Alternatives

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