Aft, Forsyth & Sober, LLC V VISA INC

Ownership history in Aft, Forsyth & Sober, LLC  ·  24 quarters on record

AI Ownership Summary

Aft, Forsyth & Sober, LLC reported VISA INC (V) in 24 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.61% in 2025 Q2. The latest visible filing shows V at 0.47% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this V ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Aft, Forsyth & Sober, LLC's position in VISA INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

V was reported at 0.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.61% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Aft, Forsyth & Sober, LLC held V — position size vs. price
% of Fund (quarterly)    V price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 5,100 0% 0.47% $1.5M 2026-05-14 $322.52
2025 Q4 UNCHANGED 5,100 0% 0.54% $1.8M 2026-02-13 $313.43
2025 Q3 UNCHANGED 5,100 0% 0.54% $1.7M 2025-11-05 $337.97
2025 Q2 ADDED 5,100 +350 +7.4% 0.61% $1.8M 2025-08-14 $343.39
2025 Q1 UNCHANGED 4,750 0% 0.58% $1.7M 2025-05-12 $352.48
2024 Q4 UNCHANGED 4,750 0% 0.49% $1.5M 2025-02-14 $350.46
2024 Q3 UNCHANGED 4,750 0% 0.43% $1.3M 2024-11-14 $304.81
2024 Q2 UNCHANGED 4,750 0% 0.43% $1.2M 2024-08-02 $262.58
2024 Q1 UNCHANGED 4,750 0% 0.47% $1.3M 2024-05-13 $274.69
2023 Q4 UNCHANGED 4,750 0% 0.48% $1.2M 2024-02-08 $271.14
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Aft, Forsyth & Sober, LLC and V

These are the practical questions this page is built to answer before you even open the full history table.

How long has Aft, Forsyth & Sober, LLC reported owning V?

Aft, Forsyth & Sober, LLC reported V across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported V position in Aft, Forsyth & Sober, LLC's portfolio?

The largest reported portfolio weight for V was 0.61% in 2025 Q2.

What is the latest reported V position on this page?

The most recent filing on this page is 2026 Q1, when Aft, Forsyth & Sober, LLC reported 5,100 shares, equal to 0.47% of portfolio, with an estimated market value of $1.5M.

What does the chart on this V ownership page compare?

The chart compares Aft, Forsyth & Sober, LLC's quarterly V portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Aft, Forsyth & Sober, LLC time their V position?

Based on 13F filing dates vs. subsequent V price moves, Aft, Forsyth & Sober, LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on V relative to SPY over the holding period was -6.4%.

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