Visa Inc.
MX ˙ BMV ˙ US92826C8394
SecurityMX:V / Visa Inc.
InstitutionLiberty Wealth Management Llc
Latest Disclosed Ownership3,595 shares
Latest Disclosed Value $ 1,086,766
Liberty Wealth Management Llc reports 3.19% increase in ownership of V / Visa Inc.

On May 12, 2026 - Liberty Wealth Management Llc filed a 13F-HR form disclosing ownership of 3,595 shares of Visa Inc. (MX:V) valued at $1,086,766 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 3,484 shares of Visa Inc.. This represents a change in shares of 3.19% 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)
2026-05-12 2026-03-31 13F VISA COM 92826C839 3,595 111 3.19 1,087 -11.06 0.1358
2026-02-04 2025-12-31 13F VISA COM 92826C839 3,484 -255 -6.82 1,222 -4.31 0.1577
2025-10-31 2025-09-30 13F VISA COM 92826C839 3,739 163 4.56 1,276 0.55 0.1797
2025-08-01 2025-06-30 13F VISA COM 92826C839 3,576 -7,196 -66.80 1,270 -66.38 0.1990
2025-05-12 2025-03-31 13F/A-1 VISA COM 92826C839 10,772 -285 -2.58 3,775 8.04 0.7222
2025-05-09 2025-03-31 13F VISA COM 92826C839 59,696 48,639 3,726 0.6828
2025-02-10 2024-12-31 13F VISA COM 92826C839 11,057 -7,392 -40.07 3,494 -31.13 0.5825
2024-11-04 2024-09-30 13F VISA COM 92826C839 18,449 -6,981 -27.45 5,073 101,360.00 0.8619
2024-08-07 2024-06-30 13F VISA INC COM 92826C839 25,430 6,342 33.23 5 0.00 0.9593
2024-05-03 2024-03-31 13F VISA COM CL A 92826C839 19,088 19,088 5 1.0408
2024-02-08 2023-12-31 13F VISA COM CL A 92826C839 0 -3,219 -100.00 0 0.0000
2023-11-13 2023-09-30 13F VISA COM CL A 92826C839 3,219 -227 -6.59 1 -100.00 0.1842
2023-08-10 2023-06-30 13F VISA COM CL A 92826C839 3,446 -170 -4.70 818 0.49 0.2022
2023-05-03 2023-03-31 13F VISA COM CL A 92826C839 3,616 -54 -1.47 815 24.85 0.1681
2022-11-15 2022-09-30 13F VISA COM CL A 92826C839 3,670 388 11.82 652 0.93 0.1739
2022-08-15 2022-06-30 13F VISA COM CL A 92826C839 3,282 200 6.49 646 -5.83 0.2620
2022-05-09 2022-03-31 13F VISA COM CL A 92826C839 3,082 686 3.63 0.2476
2022-02-15 2021-12-31 13F VISA COM CL A 92826C839 662 -17.35 0.0287
2021-11-15 2021-09-30 13F VISA COM CL A 92826C839 3,608 569 18.72 801 12.66 0.2857
2021-08-13 2021-06-30 13F/A-1 VISA COM CL A 92826C839 3,039 -43 -1.40 711 16.37 0.2765
2021-08-13 2021-06-30 13F VISA COM CL A 92826C839 710,512 707,430 3,039 0.0927
2021-05-17 2021-03-31 13F VISA COM CL A 92826C839 3,082 0 0.00 611 0.00 0.2984
2021-02-09 2020-12-31 13F VISA COM CL A 92826C839 3,082 -47 -1.50 611 -2.40 0.2990
2020-11-05 2020-09-30 13F VISA COM CL A 92826C839 3,129 1,742 125.59 626 133.58 0.3690
2020-08-04 2020-06-30 13F VISA INC COM CL A COM CL A 92826C839 1,387 332 31.47 268 57.65 0.1886
2020-04-27 2020-03-31 13F VISA INC COM CL A COM CL A 92826C839 1,055 -25 -2.31 170 -16.26 0.1485
2020-02-05 2019-12-31 13F VISA INC COM CL A COM CL A 92826C839 1,080 9 0.84 203 10.33 0.1600
2019-10-30 2019-09-30 13F VISA INC COM CL A COM CL A 92826C839 1,071 -2,877 -72.87 184 -73.14 0.1741
2019-07-30 2019-06-30 13F VISA INC COM CL A COM CL A 92826C839 3,948 2,722 222.02 685 258.64 0.6007
2019-04-18 2019-03-31 13F VISA INC COM CL A COM CL A 92826C839 1,226 68 5.87 191 25.66 0.1438
2019-03-26 2018-12-31 13F VISA INC COM CL A COM CL A 92826C839 1,158 1,158 152 0.1134
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.