GW HENSSLER & ASSOCIATES LTD V — VISA INC

Ownership history in GW HENSSLER & ASSOCIATES LTD  ·  43 quarters on record

AI Ownership Summary

GW HENSSLER & ASSOCIATES LTD reported VISA INC (V) in 43 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.51% in 2025 Q2. The latest visible filing shows V at 1.27% 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 GW HENSSLER & ASSOCIATES LTD'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
2025 Q4

V was reported at 1.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.51% in 2025 Q2

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 2025 Q4

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.

V stock page GW HENSSLER & ASSOCIATES LTD fund profile GW HENSSLER & ASSOCIATES LTD full holdings
How GW HENSSLER & ASSOCIATES LTD held V — position size vs. price
% of Fund (quarterly)    V price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 5.9% -13.6% ✅ 75,092 -4,682 -5.9% 1.27% $26.3M 2026-01-23 $325.51
2025 Q2 ADDED — — — 79,774 +257 +0.3% 1.51% $28.3M 2025-07-25 $354.98
2025 Q1 REDUCED — — — 79,517 -739 -0.9% 1.26% $21.9M 2025-05-14 $354.40
2024 Q4 REDUCED — — — 80,256 -1,085 -1.3% 1.26% $22.1M 2025-01-24 $327.20
2024 Q3 REDUCED — — — 81,341 -720 -0.9% 1.27% $22.4M 2024-10-25 $278.64
2024 Q2 REDUCED — — — 82,061 -2,702 -3.2% 1.30% $21.5M 2024-08-01 $262.48
2024 Q1 REDUCED — — — 84,763 -2,457 -2.8% 1.39% $23.7M 2024-05-07 $272.37
2023 Q4 REDUCED — — — 87,220 -1,550 -1.7% 1.50% $22.7M 2024-01-26 $263.49
35 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding V

As of 2026 Q1 — sorted by position size

Hingham Institution for Savings 17.4% Luma Capital S.A. - SPF 9.89% Crown Oak Advisors, LLC 9.83% Norman Fields, Gottscho Capital Management, LLC 3Y 7Y 9.25% WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 3Y 7Y 8.96% HENDLEY & CO INC 3Y 7Y 7.66% Clio Asset Management LLC 7.49% PROVIDENT TRUST CO 3Y 7Y 7.46% XXEC, Inc. 3Y 7.29% CORTLAND ASSOCIATES INC/MO 3Y 7Y 7.12%

FAQ About GW HENSSLER & ASSOCIATES LTD and V

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

How long has GW HENSSLER & ASSOCIATES LTD reported owning V?

GW HENSSLER & ASSOCIATES LTD reported V across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported V position in GW HENSSLER & ASSOCIATES LTD's portfolio?

The largest reported portfolio weight for V was 1.51% in 2025 Q2.

What is the latest reported V position on this page?

The most recent filing on this page is 2025 Q4, when GW HENSSLER & ASSOCIATES LTD reported 75,092 shares, equal to 1.27% of portfolio, with an estimated market value of $26.3M.

What does the chart on this V ownership page compare?

The chart compares GW HENSSLER & ASSOCIATES LTD'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.

How well did GW HENSSLER & ASSOCIATES LTD time their V position?

Based on 13F filing dates vs. subsequent V price moves, GW HENSSLER & ASSOCIATES LTD correctly timed 16 out of 42 reported position changes (38%). The annualised alpha on V relative to SPY over the holding period was +2.5%.

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