Watts Gwilliam & Co., LLC V — VISA INC

Ownership history in Watts Gwilliam & Co., LLC  ·  6 quarters on record

AI Ownership Summary

Watts Gwilliam & Co., LLC reported VISA INC (V) in 6 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.98% in 2024 Q1. The latest visible filing shows V at 0.68% 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 Watts Gwilliam & Co., 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 Q3

V was reported at 0.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.98% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 to 2025 Q3

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 Watts Gwilliam & Co., LLC fund profile Watts Gwilliam & Co., LLC full holdings
How Watts Gwilliam & Co., LLC 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED — — — 12,380 +250 +2.1% 0.68% $4.2M 2025-11-14 (Est.) $329.34
2025 Q2 REDUCED 5.6% -4.0% ✅ 12,130 -722 -5.6% 0.67% $4.1M 2025-09-19 $340.23
2025 Q1 ADDED — — — 12,852 +312 +2.5% 0.98% $4.5M 2025-05-13 $354.08
2024 Q4 ADDED — — — 12,540 +667 +5.6% 0.83% $3.9M 2025-01-10 $304.91
2024 Q3 ADDED — — — 11,873 +405 +3.5% 0.71% $3.3M 2024-10-09 $273.89
2024 Q1 INITIATED — — — 11,468 — — 0.98% $3.2M 2024-05-15 $277.34

🏢 Other funds also holding V

As of 2026 Q1 — sorted by position size

Hingham Institution for Savings 17.4% Troy Asset Management Ltd 3Y 7Y 14.71% Katamaran Capital LLP 11.08% Mayar Capital Ltd. 3Y 10.68% TRB Advisors LP 3Y 7Y 10.36% HughesLittle Investment Management Ltd. 9.9% Luma Capital S.A. - SPF 9.89% MFF Capital Investments Ltd 9.84% Crown Oak Advisors, LLC 9.83% Norman Fields, Gottscho Capital Management, LLC 3Y 7Y 9.25%

FAQ About Watts Gwilliam & Co., 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 Watts Gwilliam & Co., LLC reported owning V?

Watts Gwilliam & Co., LLC reported V across 6 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported V position in Watts Gwilliam & Co., LLC's portfolio?

The largest reported portfolio weight for V was 0.98% in 2024 Q1.

What is the latest reported V position on this page?

The most recent filing on this page is 2025 Q3, when Watts Gwilliam & Co., LLC reported 12,380 shares, equal to 0.68% of portfolio, with an estimated market value of $4.2M.

What does the chart on this V ownership page compare?

The chart compares Watts Gwilliam & Co., 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.

How well did Watts Gwilliam & Co., LLC time their V position?

Based on 13F filing dates vs. subsequent V price moves, Watts Gwilliam & Co., LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on V relative to SPY over the holding period was -5.5%.

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