Visa Inc.
MX ˙ BMV ˙ US92826C8394
SecurityMX:V / Visa Inc.
InstitutionEdge Wealth Management LLC
Latest Disclosed Ownership745 shares
Latest Disclosed Value $ 225,169
Edge Wealth Management LLC ownership in V / Visa Inc.

On April 20, 2026 - Edge Wealth Management LLC filed a 13F-HR form disclosing ownership of 745 shares of Visa Inc. (MX:V) valued at $225,169 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 745 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.

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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)
2026-04-20 2026-03-31 13F VISA COM CL A 92826C839 745 0 0.00 225 -13.79 0.0385
2026-01-12 2025-12-31 13F VISA COM CL A 92826C839 745 0 0.00 261 2.76 0.0461
2025-10-14 2025-09-30 13F VISA COM CL A 92826C839 745 0 0.00 254 -3.79 0.0450
2025-07-14 2025-06-30 13F VISA COM CL A 92826C839 745 0 0.00 265 1.15 0.0510
2025-04-11 2025-03-31 13F VISA COM CL A 92826C839 745 0 0.00 261 11.06 0.0529
2025-01-15 2024-12-31 13F VISA COM CL A 92826C839 745 0 0.00 235 15.20 0.0477
2024-10-15 2024-09-30 13F VISA COM CL A 92826C839 745 745 205 0.0411
2024-07-12 2024-06-30 13F VISA COM CL A 92826C839 0 -745 -100.00 0 -100.00
2024-04-16 2024-03-31 13F VISA COM CL A 92826C839 745 -235 -23.98 208 -18.82 0.0437
2024-01-11 2023-12-31 13F VISA COM CL A 92826C839 980 0 0.00 255 13.33 0.0558
2023-10-13 2023-09-30 13F VISA COM CL A 92826C839 980 0 0.00 225 -3.02 0.0527
2023-07-14 2023-06-30 13F VISA COM CL A 92826C839 980 0 0.00 233 5.45 0.0508
2023-04-18 2023-03-31 13F VISA COM CL A 92826C839 980 0 0.00 221 8.91 0.0507
2023-01-25 2022-12-31 13F VISA COM CL A 92826C839 980 980 202 0.0470
2022-04-14 2022-03-31 13F VISA INC- SHARES COM 92826C839 0 -263 -100.00 0 -100.00
2022-01-21 2021-12-31 13F/A-1 VISA INC- SHARES COM 92826C839 263 -44 -14.33 57 -16.18 0.0104
2022-01-14 2021-12-31 13F VISA INC- SHARES COM 92826C839 263 -44 57 0.0104
2021-10-13 2021-09-30 13F VISA INC- SHARES COM 92826C839 307 35 12.87 68 6.25 0.0133
2021-07-23 2021-06-30 13F VISA INC- SHARES COM 92826C839 272 0 0.00 64 10.34 0.0130
2021-04-09 2021-03-31 13F VISA INC COM 92826C839 272 44 19.30 58 16.00 0.0123
2021-01-19 2020-12-31 13F VISA INC- SHARES COM 92826C839 228 -68 -22.97 50 -15.25 0.0114
2020-10-21 2020-09-30 13F VISA INC- SHARES COM 92826C839 296 -273 -47.98 59 -46.36 0.0136
2020-08-03 2020-06-30 13F VISA INC COM 92826C839 569 0 0.00 110 17.02 0.0209
2020-04-20 2020-03-31 13F VISA INC- SHARES COM 92826C839 569 178 45.52 94 28.77 0.0204
2020-01-29 2019-12-31 13F VISA INC- SHARES COM 92826C839 391 0 0.00 73 8.96 0.0146
2019-10-21 2019-09-30 13F VISA INC- SHARES COM 92826C839 391 0 0.00 67 0.00 0.0154
2019-07-15 2019-06-30 13F VISA INC- SHARES COM 92826C839 391 0 0.00 67 9.84 0.0149
2019-04-11 2019-03-31 13F VISA INC- SHARES COM 92826C839 391 -1,237 -75.98 61 -71.63 0.0150
2019-01-11 2018-12-31 13F VISA INC- SHARES COM 92826C839 1,628 0 0.00 215 -11.89 0.0606
2018-10-22 2018-09-30 13F VISA INC- SHARES COM 92826C839 1,628 0 0.00 244 12.96 0.0586
2018-07-17 2018-06-30 13F VISA INC- SHARES COM 92826C839 1,628 1,510 1,279.66 216 1,442.86 0.0550
2018-04-05 2018-03-31 13F VISA INC- SHARES COM 92826C839 118 0 0.00 14 7.69 0.0037
2018-01-17 2017-12-31 13F VISA INC- SHARES COM 92826C839 118 0 0.00 13 8.33 0.0037
2017-10-19 2017-09-30 13F VISA INC- SHARES COM 92826C839 118 0 0.00 12 9.09 0.0036
2017-08-02 2017-06-30 13F/A-1 VISA INC- SHARES COM 92826C839 118 0 0.00 11 0.00 0.0035
2017-07-27 2017-06-30 13F VISA INC- SHARES COM 92826C839 118 0 11
2017-04-12 2017-03-31 13F VISA INC- SHARES COM 92826C839 118 0 0.00 11 22.22 0.0038
2017-01-23 2016-12-31 13F VISA INC- SHARES COM 92826C839 118 0 0.00 9 -10.00 0.0034
2016-10-12 2016-09-30 13F VISA INC- SHARES COM 92826C839 118 -58 -32.95 10 -23.08 0.0043
2016-07-07 2016-06-30 13F VISA INC- SHARES COM 92826C839 176 0 0.00 13 0.00 0.0054
2016-04-08 2016-03-31 13F VISA INC- SHARES COM 92826C839 176 0 0.00 13 -7.14 0.0059
2016-01-11 2015-12-31 13F VISA INC- SHARES COM 92826C839 176 0 0.00 14 16.67 0.0053
2015-10-07 2015-09-30 13F VISA INC- SHARES COM 92826C839 176 100 131.58 12 140.00 0.0045
2015-07-07 2015-06-30 13F VISA INC- SHARES COM 92826C839 76 0 0.00 5 0.00 0.0017
2015-04-06 2015-03-31 13F VISA INC- SHARES COM 92826C839 76 59 347.06 5 25.00 0.0017
2015-01-12 2014-12-31 13F VISA INC CL A COM 92826C839 17 0 0.00 4 0.00 0.0015
2014-10-07 2014-09-30 13F VISA INC CL A COM 92826C839 17 0 0.00 4 0.00 0.0015
2014-07-25 2014-06-30 13F/A-1 VISA INC CL A COM 92826C839 17 17 4 0.0017
2014-07-11 2014-06-30 13F VISA INC CL A COM 92826C839 17 4
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.