Visa Inc.
MX ˙ BMV ˙ US92826C8394
SecurityMX:V / Visa Inc.
InstitutionCedar Wealth Management, LLC
Latest Disclosed Ownership1,149 shares
Latest Disclosed Value $ 347,274
Cedar Wealth Management, LLC ownership in V / Visa Inc.

On May 14, 2026 - Cedar Wealth Management, LLC filed a 13F-HR form disclosing ownership of 1,149 shares of Visa Inc. (MX:V) valued at $347,274 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 1,149 shares of Visa Inc.. This represents a change in shares of 0.00% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F VISA COM CL A 92826C839 1,149 0 0.00 347 -13.68 0.1011
2026-02-06 2025-12-31 13F VISA COM CL A 92826C839 1,149 0 0.00 403 2.55 0.1205
2025-11-12 2025-09-30 13F VISA OM CL A 92826C839 1,149 88 8.29 392 4.26 0.1202
2025-08-08 2025-06-30 13F VISA COM CL A 92826C839 1,061 0 0.00 377 1.35 0.1276
2025-05-09 2025-03-31 13F VISA COM CL A 92826C839 1,061 -697 -39.65 372 -33.15 0.1323
2025-02-11 2024-12-31 13F VISA COM CL A 92826C839 1,758 -20 -1.12 556 13.73 0.2009
2024-11-08 2024-09-30 13F VISA COM CL A 92826C839 1,778 -443 -19.95 489 -16.15 0.1517
2024-08-12 2024-06-30 13F VISA COM CL A 92826C839 2,221 10 0.45 583 -5.67 0.1893
2024-05-13 2024-03-31 13F VISA COM CL A 92826C839 2,211 -242 -9.87 617 -3.29 0.2030
2024-02-13 2023-12-31 13F VISA COM CL A 92826C839 2,453 -9 -0.37 639 12.72 0.2325
2023-10-30 2023-09-30 13F VISA COM CL A 92826C839 2,462 8 0.33 566 -2.75 0.2239
2023-08-14 2023-06-30 13F VISA COM CL A 92826C839 2,454 -50 -2.00 583 3.19 0.2252
2023-05-15 2023-03-31 13F VISA COM CL A 92826C839 2,504 0 0.00 565 8.46 0.2311
2023-02-14 2022-12-31 13F VISA COM CL A 92826C839 2,504 55 2.25 520 19.54 0.2569
2022-11-14 2022-09-30 13F VISA COM CL A 92826C839 2,449 -9 -0.37 435 -10.12 0.2162
2022-08-11 2022-06-30 13F VISA COM CL A 92826C839 2,458 -689 -21.89 484 -30.66 0.2216
2022-05-12 2022-03-31 13F VISA COM CL A 92826C839 3,147 -1,040 -24.84 698 -23.04 0.2823
2022-02-11 2021-12-31 13F VISA COM CL A 92826C839 4,187 951 29.39 907 25.80 0.3663
2021-11-12 2021-09-30 13F VISA COM CL A 92826C839 3,236 168 5.48 721 0.56 0.3206
2021-08-09 2021-06-30 13F VISA COM CL A 92826C839 3,068 0 0.00 717 10.31 0.3231
2021-05-11 2021-03-31 13F VISA COM CL A 92826C839 3,068 0 0.00 650 -3.13 0.3234
2021-02-11 2020-12-31 13F VISA COM CL A 92826C839 3,068 1,631 113.50 671 133.80 0.3601
2020-11-12 2020-09-30 13F VISA COM CL A 92826C839 1,437 -280 -16.31 287 -13.55 0.1785
2020-08-04 2020-06-30 13F VISA COM CL A 92826C839 1,717 0 0.00 332 19.86 0.2238
2020-05-01 2020-03-31 13F VISA COM CL A 92826C839 1,717 1,417 472.33 277 394.64 0.1871
2020-01-29 2019-12-31 13F VISA COM CL A 92826C839 300 0 0.00 56 7.69 0.0331
2019-10-24 2019-09-30 13F VISA COM CL A 92826C839 300 0 0.00 52 0.00 0.0348
2019-07-24 2019-06-30 13F VISA COM CL A 92826C839 300 0 0.00 52 10.64 0.0336
2019-04-25 2019-03-31 13F VISA COM CL A 92826C839 300 0 0.00 47 17.50 0.0294
2019-01-23 2018-12-31 13F VISA COM CL A 92826C839 300 0 0.00 40 -11.11 0.0288
2018-11-06 2018-09-30 13F VISA COM CL A 92826C839 300 -117 -28.06 45 -18.18 0.0236
2018-08-06 2018-06-30 13F VISA COM CL A 92826C839 417 117 39.00 55 52.78 0.0309
2018-05-08 2018-03-31 13F VISA COM CL A 92826C839 300 0 0.00 36 5.88 0.0223
2018-02-02 2017-12-31 13F VISA COM CL A 92826C839 300 0 0.00 34 6.25 0.0203
2017-10-24 2017-09-30 13F VISA COM CL A 92826C839 300 0 0.00 32 14.29 0.0190
2017-07-21 2017-06-30 13F VISA COM CL A 92826C839 300 0 0.00 28 3.70 0.0182
2017-05-01 2017-03-31 13F VISA COM CL A 92826C839 300 0 0.00 27 17.39 0.0165
2017-02-14 2016-12-31 13F VISA COM CL A 92826C839 300 0 0.00 23 -8.00 0.0157
2016-11-01 2016-09-30 13F VISA COM CL A 92826C839 300 300 25 0.0172
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.