Visa shares owned by Summit Wealth Group Llc / Co
Quarter-by-quarter ownership of Visa (V) shares owned by Summit Wealth Group Llc / Co
from 13F filings
Historical chart of Summit Wealth Group Llc / Co investment in Visa
Tip: Access up to 7 years of quarterly data
All positions including Visa held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Visa by Summit Wealth Group Llc / Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 14k | 230.02 |
| 2025-06-30 | $616k | 1.7k | 355.05 |
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