V VISA INC

Ownership history in Crumly & Associates Inc.  ·  23 quarters on record

AI Ownership Summary

Crumly & Associates Inc. reported VISA INC (V) in 23 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.21% in 2025 Q1. The latest visible filing shows V at 0.18% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this V ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Crumly & Associates Inc.'s position in VISA INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

V was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.21% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Crumly & Associates Inc. held V — position size vs. price
% of Fund (quarterly)    V price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 2,809 +480 +20.6% 0.18% $849K 2026-05-15 (Est.) $311.37
2025 Q4 ADDED 2,329 +39 +1.7% 0.17% $817K 2026-01-14 $328.49
2025 Q3 ADDED 2,290 +165 +7.8% 0.17% $782K 2025-11-03 $335.54
2025 Q2 REDUCED 2,125 -56 -2.6% 0.18% $755K 2025-07-02 $352.17
2025 Q1 ADDED 2,181 +45 +2.1% 0.21% $764K 2025-04-22 $328.94
2024 Q4 REDUCED 2,136 -36 -1.7% 0.18% $675K 2025-02-03 $342.67
2024 Q3 ADDED 2,172 +109 +5.3% 0.17% $597K 2024-11-01 $287.55
2024 Q2 ADDED 2,063 +31 +1.5% 0.16% $542K 2024-08-02 $263.13
2024 Q1 REDUCED 2,032 -7 -0.3% 0.15% $567K 2024-05-01 $263.37
2023 Q4 ADDED 2,039 +632 +44.9% 0.15% $546K 2024-01-29 $269.11
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Crumly & Associates Inc. and V

These are the practical questions this page is built to answer before you even open the full history table.

How long has Crumly & Associates Inc. reported owning V?

Crumly & Associates Inc. reported V across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported V position in Crumly & Associates Inc.'s portfolio?

The largest reported portfolio weight for V was 0.21% in 2025 Q1.

What is the latest reported V position on this page?

The most recent filing on this page is 2026 Q1, when Crumly & Associates Inc. reported 2,809 shares, equal to 0.18% of portfolio, with an estimated market value of $849K.

What does the chart on this V ownership page compare?

The chart compares Crumly & Associates Inc.'s quarterly V portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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