Tiller Private Wealth, Inc. V VISA INC

Ownership history in Tiller Private Wealth, Inc.  ·  42 quarters on record

AI Ownership Summary

Tiller Private Wealth, Inc. reported VISA INC (V) in 42 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 0.11% 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 Tiller Private Wealth, 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 0.11% 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 Tiller Private Wealth, Inc. 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 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 1,010 +31 +3.2% 0.11% $305K 2026-04-23 $308.24
2025 Q4 REDUCED 18.2% -13.6% 979 -218 -18.2% 0.12% $343K 2026-01-14 $327.81
2025 Q3 ADDED 1,197 +3 +0.3% 0.15% $409K 2025-10-22 $343.26
2025 Q2 REDUCED 16.1% -4.0% 1,194 -229 -16.1% 0.16% $425K 2025-07-17 $347.07
2025 Q1 ADDED 1,423 +196 +16.0% 0.21% $499K 2025-05-09 $349.20
2024 Q4 REDUCED 1,227 -13 -1.0% 0.16% $388K 2025-02-13 $352.26
2024 Q3 ADDED 1,240 +16 +1.3% 0.14% $341K 2024-11-07 $301.82
2024 Q2 REDUCED 1,224 -42 -3.3% 0.14% $321K 2024-07-19 $261.48
2024 Q1 UNCHANGED 1,266 0% 0.16% $353K 2024-05-06 $268.08
2023 Q4 REDUCED 5.9% +7.1% 1,266 -80 -5.9% 0.17% $330K 2024-01-31 $268.16
32 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Tiller Private Wealth, 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 Tiller Private Wealth, Inc. reported owning V?

Tiller Private Wealth, Inc. reported V across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported V position in Tiller Private Wealth, 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 Tiller Private Wealth, Inc. reported 1,010 shares, equal to 0.11% of portfolio, with an estimated market value of $305K.

What does the chart on this V ownership page compare?

The chart compares Tiller Private Wealth, 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.

How well did Tiller Private Wealth, Inc. time their V position?

Based on 13F filing dates vs. subsequent V price moves, Tiller Private Wealth, Inc. correctly timed 20 out of 37 reported position changes (54%). The annualised alpha on V relative to SPY over the holding period was +0.5%.

← Back to Tiller Private Wealth, Inc. Holdings