Visa Inc.
CH ˙ SWX ˙ US92826C8394
SecurityCH:V / Visa Inc.
InstitutionInsight Wealth Strategies, LLC
Latest Disclosed Ownership2,121 shares
Latest Disclosed Value $ 640,960
Insight Wealth Strategies, LLC reports 3.11% increase in ownership of V / Visa Inc.

On April 10, 2026 - Insight Wealth Strategies, LLC filed a 13F-HR form disclosing ownership of 2,121 shares of Visa Inc. (CH:V) valued at $640,960 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 2, 2026 disclosing 2,057 shares of Visa Inc.. This represents a change in shares of 3.11% 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)
2026-04-10 2026-03-31 13F VISA COM CL A 92826C839 2,121 64 3.11 641 -11.23 0.0716
2026-01-02 2025-12-31 13F VISA COM CL A 92826C839 2,057 182 9.71 721 12.66 0.0827
2025-10-06 2025-09-30 13F VISA COM CL A 92826C839 1,875 29 1.57 640 -2.44 0.0754
2025-07-07 2025-06-30 13F VISA COM CL A 92826C839 1,846 5 0.27 656 1.71 0.0829
2025-04-03 2025-03-31 13F VISA COM CL A 92826C839 1,841 -19 -1.02 645 9.88 0.0869
2025-01-06 2024-12-31 13F VISA COM CL A 92826C839 1,860 52 2.88 588 18.35 0.0788
2024-10-07 2024-09-30 13F VISA COM CL A 92826C839 1,808 3 0.17 497 4.86 0.0655
2024-07-08 2024-06-30 13F VISA COM CL A 92826C839 1,805 31 1.75 474 -4.44 0.0674
2024-04-05 2024-03-31 13F VISA COM CL A 92826C839 1,774 -65 -3.53 495 3.56 0.0727
2024-01-12 2023-12-31 13F VISA COM CL A 92826C839 1,839 21 1.16 479 14.35 0.0773
2023-10-13 2023-09-30 13F VISA COM CL A 92826C839 1,818 -14 -0.76 418 -3.91 0.0808
2023-07-14 2023-06-30 13F VISA COM CL A 92826C839 1,832 -160 -8.03 435 -3.12 0.0833
2023-04-06 2023-03-31 13F VISA COM CL A 92826C839 1,992 0 0.00 449 8.72 0.0881
2023-01-06 2022-12-31 13F VISA COM CL A 92826C839 1,992 -15,110 -88.35 414 -87.73 0.0800
2022-10-03 2022-09-30 13F VISA COM CL A 92826C839 17,102 0 0.00 3,367 0.00 0.6254
2022-07-01 2022-06-30 13F VISA COM CL A 92826C839 17,102 -811 -4.53 3,367 -15.25 0.6254
2022-04-12 2022-03-31 13F VISA COM CL A 92826C839 17,913 633 3.66 3,973 6.09 0.5859
2022-01-31 2021-12-31 13F VISA COM CL A 92826C839 17,280 1,339 8.40 3,745 5.46 0.5338
2021-10-28 2021-09-30 13F VISA COM CL A 92826C839 15,941 405 2.61 3,551 -2.26 0.4996
2021-08-12 2021-06-30 13F VISA COM CL A 92826C839 15,536 -2,963 -16.02 3,633 -7.25 0.5164
2021-05-12 2021-03-31 13F VISA COM CL A 92826C839 18,499 2,914 18.70 3,917 14.90 0.5249
2021-02-05 2020-12-31 13F VISA COM CL A 92826C839 15,585 294 1.92 3,409 11.48 0.5785
2020-10-29 2020-09-30 13F VISA COM CL A 92826C839 15,291 4,817 45.99 3,058 51.16 0.5676
2020-07-31 2020-06-30 13F VISA COM CL A 92826C839 10,474 1,542 17.26 2,023 40.58 0.4504
2020-04-21 2020-03-31 13F VISA COM CL A 92826C839 8,932 -13,341 -59.90 1,439 -65.62 0.3829
2020-02-21 2019-12-31 13F VISA COM CL A 92826C839 22,273 -445 -1.96 4,185 7.09 0.8861
2019-11-06 2019-09-30 13F VISA COM CL A 92826C839 22,718 2,276 11.13 3,908 10.15 0.9179
2019-08-06 2019-06-30 13F VISA COM CL A 92826C839 20,442 3,836 23.10 3,548 36.78 0.8671
2019-04-24 2019-03-31 13F VISA COM CL A 92826C839 16,606 689 4.33 2,594 23.52 0.7248
2019-02-12 2018-12-31 13F VISA COM CL A 92826C839 15,917 15,917 2,100 0.6435
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.