Position in AFRM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$661,941
+$214,326 QoQ
Shares Held
8,117
-16.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#365
of 654 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Mason & Associates Inc holds $1,897,002 across 3 Credit Services names. AFRM ranks #2 (34.9% of the industry book) .
All Filings in AFRM
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $661,941 | 8,117 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $447,615 | 9,769 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $901,868 | 12,117 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $885,510 | 12,117 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||