Visa Inc.
CH ˙ SWX ˙ US92826C8394
SecurityCH:V / Visa Inc.
InstitutionWealthPLAN Partners, LLC
Latest Disclosed Ownership4,189 shares
Latest Disclosed Value $ 1,266,113
WealthPLAN Partners, LLC reports 11.38% increase in ownership of V / Visa Inc.

On April 29, 2026 - WealthPLAN Partners, LLC filed a 13F-HR form disclosing ownership of 4,189 shares of Visa Inc. (CH:V) valued at $1,266,113 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 3,761 shares of Visa Inc.. This represents a change in shares of 11.38% 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)
2026-04-29 2026-03-31 13F VISA COM CL A 92826C839 4,189 428 11.38 1,266 -3.95 0.2064
2026-02-12 2025-12-31 13F VISA COM CL A 92826C839 3,761 563 17.60 1,319 20.81 0.1970
2025-10-27 2025-09-30 13F VISA COM CL A 92826C839 3,198 27 0.85 1,092 -3.02 0.1637
2025-07-28 2025-06-30 13F VISA COM CL A 92826C839 3,171 -440 -12.18 1,126 -11.07 0.1812
2025-05-12 2025-03-31 13F VISA COM CL A 92826C839 3,611 -315 -8.02 1,265 2.02 0.1784
2025-01-30 2024-12-31 13F VISA COM CL A 92826C839 3,926 -1,848 -32.01 1,241 -21.87 0.1760
2024-11-05 2024-09-30 13F VISA COM CL A 92826C839 5,774 -8,409 -59.29 1,588 -57.36 0.2131
2024-08-09 2024-06-30 13F VISA COM CL A 92826C839 14,183 254 1.82 3,723 -4.24 0.3997
2024-05-07 2024-03-31 13F VISA COM CL A 92826C839 13,929 2,451 21.35 3,887 30.09 0.4025
2024-01-05 2023-12-31 13F VISA COM CL A 92826C839 11,478 313 2.80 2,988 16.36 0.3072
2023-11-02 2023-09-30 13F VISA COM CL A 92826C839 11,165 5,142 85.37 2,568 79.58 0.2984
2023-07-31 2023-06-30 13F Visa Stock/ETF 92826C839 6,023 -3,928 -39.47 1,430 -36.25 0.2023
2023-05-10 2023-03-31 13F Visa Stock/ETF 92826C839 9,951 -5,241 -34.50 2,244 -35.62 0.2552
2023-02-16 2022-12-31 13F VISA COM CL A 92826C839 15,192 -584 -3.70 3,485 3.63 0.2435
2022-05-03 2022-03-31 13F VISA COM CL A 92826C839 15,776 2,882 22.35 3,362 15.29 0.2332
2022-02-01 2021-12-31 13F VISA COM CL A 92826C839 12,894 592 4.81 2,916 14.31 0.1921
2021-12-09 2021-09-30 13F VISA COM CL A 92826C839 12,302 574 4.89 2,551 -7.47 0.1696
2021-08-19 2021-06-30 13F VISA COM CL A 92826C839 11,728 1,292 12.38 2,757 13.88 0.1940
2021-05-11 2021-03-31 13F VISA COM CL A 92826C839 10,436 1,082 11.57 2,421 23.71 0.1879
2021-02-09 2020-12-31 13F VISA COM CL A 92826C839 9,354 4,132 79.13 1,957 79.87 0.1664
2020-12-18 2020-09-30 13F VISA COM CL A 92826C839 5,222 -263 -4.79 1,088 0.37 0.1061
2020-08-19 2020-06-30 13F VISA COM CL A 92826C839 5,485 -65 -1.17 1,084 7.97 0.1122
2020-05-15 2020-03-31 13F VISA COM CL A 92826C839 5,550 2,477 80.61 1,004 57.61 0.1303
2020-02-14 2019-12-31 13F VISA COM CL A 92826C839 3,073 358 13.19 637 30.80 0.0752
2019-11-15 2019-09-30 13F VISA COM CL A 92826C839 2,715 202 8.04 487 8.46 0.0666
2019-08-19 2019-06-30 13F VISA COM CL A 92826C839 2,513 -1,682 -40.10 449 -34.26 0.0676
2019-05-16 2019-03-31 13F VISA COM CL A 92826C839 4,195 -454 -9.77 683 1.49 0.1066
2019-02-20 2018-12-31 13F VISA COM CL A 92826C839 4,649 284 6.51 673 15.64 0.1082
2018-11-21 2018-09-30 13F VISA COM CL A 92826C839 4,365 -450 -9.35 582 -8.63 0.1062
2018-08-16 2018-06-30 13F VISA COM CL A 92826C839 4,815 193 4.18 637 15.19 0.1306
2018-05-15 2018-03-31 13F VISA COM CL A 92826C839 4,622 127 2.83 553 7.80 0.1213
2018-02-16 2017-12-31 13F VISA COM CL A 92826C839 4,495 -903 -16.73 513 -9.68 0.1373
2017-11-14 2017-09-30 13F VISA COM CL A 92826C839 5,398 -669 -11.03 568 -0.18 0.1593
2017-08-11 2017-06-30 13F VISA COM CL A 92826C839 6,067 5,750 1,813.88 569 1,932.14 0.1634
2017-04-19 2017-03-31 13F VISA Common Stock 92826C839 317 -1,709 -84.35 28 -83.23 0.0980
2016-12-09 2016-09-30 13F VISA Common Stock/Common Stocks, Annuities, Real Estate, Oil & Gas, Gold Coins, Miscellaneous Description Securities. 92826C839 2,026 -1,456 -41.82 168 13.61 0.0546
2016-08-08 2016-06-30 13F Visa Inc Cl A Common Stock 92826C839 3,482 593 20.53 148 98.65 0.0189
2016-03-24 2015-12-31 13F VISA COM CL A 92826C839 2,889 2,338 424.32 75 100.00 0.0122
2015-08-10 2015-06-30 13F VISA COM CL A 92826C839 551 -70 -11.27 37 -9.76 0.0162
2015-05-04 2015-03-31 13F Visa Inc Cl A Common Stock 92826C839 621 621 41 0.0191
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.