V β€” VISA INC

Ownership history in Spectrum Wealth Counsel, LLC  Β·  6 quarters on record

AI Ownership Summary

Spectrum Wealth Counsel, LLC reported VISA INC (V) in 6 quarterly 13F filings from 2023 Q4 through 2025 Q1. Peak portfolio weight reached 1.71% in 2025 Q1. The latest visible filing shows V at 1.71% 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 Spectrum Wealth Counsel, LLC'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 Q1

V was reported at 1.71% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.71% 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 2025 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 Spectrum Wealth Counsel, LLC held V β€” position size vs. price
% of Fund (quarterly)    V price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 ADDED 40,739 +2,856 +7.5% 1.71% $14.3M 2025-05-15 (Est.) $360.21
2024 Q4 REDUCED 37,883 -335 -0.9% 1.41% $12.0M 2025-02-05 $346.26
2024 Q3 REDUCED 38,218 -101 -0.3% 1.24% $10.5M 2024-11-08 $304.49
2024 Q2 REDUCED 38,319 -1,582 -4.0% 1.27% $10.1M 2024-08-08 $256.46
2024 Q1 REDUCED 39,901 -119 -0.3% 1.36% $11.1M 2024-05-06 $268.64
2023 Q4 INITIATED 40,020 β€” β€” 1.44% $10.4M 2024-02-14 $273.46

FAQ About Spectrum Wealth Counsel, LLC and V

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

How long has Spectrum Wealth Counsel, LLC reported owning V?

Spectrum Wealth Counsel, LLC reported V across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q1.

What was the largest reported V position in Spectrum Wealth Counsel, LLC's portfolio?

The largest reported portfolio weight for V was 1.71% in 2025 Q1.

What is the latest reported V position on this page?

The most recent filing on this page is 2025 Q1, when Spectrum Wealth Counsel, LLC reported 40,739 shares, equal to 1.71% of portfolio, with an estimated market value of $14.3M.

What does the chart on this V ownership page compare?

The chart compares Spectrum Wealth Counsel, LLC'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.

← Back to Spectrum Wealth Counsel, LLC Holdings