Position in AFRM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,471,991
+$1,479,967 QoQ
Shares Held
42,575
-2.1% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
2.57%
of 13F equity value
Holder Rank
#198
of 654 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026MOUNT VERNON ASSOCIATES INC /MD/ holds $9,927,357 across 3 Credit Services names. AFRM ranks #2 (35.0% of the industry book) .
All Filings in AFRM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,471,991 | 42,575 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,992,024 | 43,475 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3,194,907 | 42,925 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $3,122,343 | 42,725 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $3,009,318 | 43,525 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $612,324 | 13,550 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $706,440 | 11,600 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $326,560 | 8,000 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||