Visa Inc.
MX ˙ BMV ˙ US92826C8394
SecurityMX:V / Visa Inc.
InstitutionInspirion Wealth Advisors, Llc
Latest Disclosed Ownership3,275 shares
Latest Disclosed Value $ 989,912
Inspirion Wealth Advisors, Llc reports 1.18% decrease in ownership of V / Visa Inc.

On April 8, 2026 - Inspirion Wealth Advisors, Llc filed a 13F-HR form disclosing ownership of 3,275 shares of Visa Inc. (MX:V) valued at $989,912 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 3,314 shares of Visa Inc.. This represents a change in shares of -1.18% 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)
2026-04-08 2026-03-31 13F VISA COM CL A 92826C839 3,275 -39 -1.18 990 -14.89 0.1233
2026-01-09 2025-12-31 13F VISA COM CL A 92826C839 3,314 52 1.59 1,162 29.69 0.1423
2025-10-06 2025-09-30 13F VISA COM CL A 92826C839 3,262 59 1.84 897 -21.20 0.1255
2025-07-09 2025-06-30 13F VISA COM CL A 92826C839 3,203 46 1.46 1,137 2.80 0.1505
2025-04-09 2025-03-31 13F VISA COM CL A 92826C839 3,157 0 0.00 1,106 12.40 0.1537
2025-01-15 2024-12-31 13F VISA COM CL A 92826C839 3,157 -105 -3.22 984 9.82 0.1374
2024-10-04 2024-09-30 13F VISA COM CL A 92826C839 3,262 0 0.00 897 4.67 0.1254
2024-07-12 2024-06-30 13F VISA COM CL A 92826C839 3,262 0 0.00 856 -5.93 0.1310
2024-04-12 2024-03-31 13F VISA COM CL A 92826C839 3,262 0 0.00 910 7.82 0.1504
2024-01-10 2023-12-31 13F VISA COM CL A 92826C839 3,262 0 0.00 844 12.53 0.1522
2023-10-13 2023-09-30 13F VISA COM CL A 92826C839 3,262 -40 -1.21 750 -4.34 0.1463
2023-07-20 2023-06-30 13F VISA COM CL A 92826C839 3,302 262 8.62 784 14.45 0.1502
2023-04-07 2023-03-31 13F VISA COM CL A 92826C839 3,040 -79 -2.53 685 5.71 0.1374
2023-01-18 2022-12-31 13F VISA COM CL A 92826C839 3,119 -25 -0.80 648 15.92 0.1373
2022-10-19 2022-09-30 13F VISA COM CL A 92826C839 3,144 0 0.00 559 -9.69 0.1261
2022-07-27 2022-06-30 13F VISA COM CL A 92826C839 3,144 -14 -0.44 619 -11.57 0.1359
2022-04-14 2022-03-31 13F VISA COM CL A 92826C839 3,158 625 24.67 700 27.50 0.1433
2022-01-21 2021-12-31 13F VISA COM CL A 92826C839 2,533 0 0.00 549 -2.66 0.1157
2021-10-08 2021-09-30 13F VISA COM CL A 92826C839 2,533 0 0.00 564 -4.73 0.1297
2021-07-16 2021-06-30 13F VISA COM CL A 92826C839 2,533 0 0.00 592 10.45 0.1459
2021-04-15 2021-03-31 13F VISA COM CL A 92826C839 2,533 294 13.13 536 9.39 0.1421
2021-01-22 2020-12-31 13F VISA COM CL A 92826C839 2,239 0 0.00 490 9.38 0.1379
2020-10-14 2020-09-30 13F VISA COM CL A 92826C839 2,239 0 0.00 448 3.46 0.1540
2020-07-09 2020-06-30 13F VISA COM CL A 92826C839 2,239 200 9.81 433 31.61 0.1700
2020-04-23 2020-03-31 13F VISA COM CL A 92826C839 2,039 0 0.00 329 -14.10 0.1624
2020-01-14 2019-12-31 13F VISA COM CL A 92826C839 2,039 0 0.00 383 9.12 0.1293
2019-10-22 2019-09-30 13F VISA COM CL A 92826C839 2,039 0 0.00 351 -0.85 0.1537
2019-07-15 2019-06-30 13F VISA COM CL A 92826C839 2,039 14 0.69 354 12.03 0.1529
2019-04-16 2019-03-31 13F VISA COM CL A 92826C839 2,025 0 0.00 316 18.35 0.1399
2019-01-22 2018-12-31 13F VISA COM CL A 92826C839 2,025 0 0.00 267 -12.17 0.1333
2018-11-14 2018-09-30 13F VISA COM CL A 92826C839 2,025 -90 -4.26 304 8.57 0.1289
2018-07-19 2018-06-30 13F VISA COM CL A 92826C839 2,115 0 0.00 280 10.67 0.1319
2018-04-18 2018-03-31 13F VISA COM CL A 92826C839 2,115 0 0.00 253 4.98 0.1237
2018-01-16 2017-12-31 13F VISA COM CL A 92826C839 2,115 2,115 241 0.1170
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.