KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT V — VISA INC

Ownership history in KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT  ·  8 quarters on record

AI Ownership Summary

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT reported VISA INC (V) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.42% in 2025 Q2. The latest visible filing shows V at 0.08% 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.

What this V ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT'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 Q2

V was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.42% 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
2024 Q3 to 2026 Q2

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 KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT fund profile KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT full holdings
How KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 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)
2026 Q2 REDUCED 58.8% +7.4% ❌ 775 -1,108 -58.8% 0.08% $266K 2026-07-24 $355.08
2026 Q1 UNCHANGED — — — 1,883 — 0% 0.19% $569K 2026-05-04 $325.57
2025 Q4 REDUCED — — — 1,883 -2 -0.1% 0.23% $660K 2026-01-27 $323.32
2025 Q3 REDUCED 36.4% +4.1% ❌ 1,885 -1,077 -36.4% 0.24% $643K 2025-10-29 $338.57
2025 Q2 ADDED — — — 2,962 +2,189 +283.2% 0.42% $1.1M 2025-07-28 $352.03
2025 Q1 UNCHANGED — — — 773 — 0% 0.12% $265K 2025-05-12 $351.82
2024 Q4 REDUCED — — — 773 -2 -0.3% 0.11% $244K 2025-01-14 $305.08
2024 Q3 INITIATED — — — 775 — — 0.10% $213K 2024-10-09 $272.82

🏢 Other funds also holding V

As of 2026 Q3 — sorted by position size

Roxbury Financial LLC 3.22% REYL & Cie S.A. 1.64% Coastline Trust Co 3Y 7Y 1.07% First Financial Bank - Trust Division 3Y 7Y 0.99% DOLIVER ADVISORS, LP 3Y 7Y 0.95% Global Wealth Strategies & Associates 3Y 0.8% Montecito Bank & Trust 3Y 7Y 0.78% GoalVest Advisory LLC 3Y 0.58% First Citizens Financial Corp 3Y 0.53% PRIVATE CLIENT SERVICES, LLC 0.22%

FAQ About KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT and V

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

How long has KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT reported owning V?

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT reported V across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported V position in KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT's portfolio?

The largest reported portfolio weight for V was 0.42% in 2025 Q2.

What is the latest reported V position on this page?

The most recent filing on this page is 2026 Q2, when KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT reported 775 shares, equal to 0.08% of portfolio, with an estimated market value of $266K.

What does the chart on this V ownership page compare?

The chart compares KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT'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 KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT time their V position?

Based on 13F filing dates vs. subsequent V price moves, KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on V relative to SPY over the holding period was -0.2%.

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