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StoneCrest Wealth Management, Inc.: V position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of StoneCrest Wealth Management, Inc. on V, newest first. How the timeline and the estimate are built.

StoneCrest Wealth Management, Inc. held 890 V shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 890 shares
    Change vs previous 13F -32 shares

    0.1% of the 13F portfolio, value $305,350.

    13F-HR 0001951757-26-000973 filed by StoneCrest Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 922 shares
    Change vs previous 13F -376 shares

    0.12% of the 13F portfolio, value $278,665.

    13F-HR 0001951757-26-000528 filed by StoneCrest Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,298 shares
    Change vs previous 13F -11 shares

    0.18% of the 13F portfolio, value $455,222.

    13F-HR 0001951757-26-000215 filed by StoneCrest Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,309 shares
    Change vs previous 13F -38 shares

    0.2% of the 13F portfolio, value $446,866.

    13F-HR 0001951757-25-001189 filed by StoneCrest Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,347 shares
    Change vs previous 13F -29 shares

    0.23% of the 13F portfolio, value $478,252.

    13F-HR 0001951757-25-000846 filed by StoneCrest Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,376 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $482,233.

    13F-HR 0001951757-25-000307 filed by StoneCrest Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,376 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $434,871.

    13F-HR 0001951757-25-000029 filed by StoneCrest Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,376 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $378,331.

    13F-HR 0001951757-24-000998 filed by StoneCrest Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).