Position in ATLC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$12,161,512
+$5,928,706 QoQ
Shares Held
118,939
+0.1% QoQ
Ownership
0.784%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#7
of 148 holders
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ATLC Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026HB Wealth Management, LLC holds $145,845,439 across 16 Credit Services names. ATLC ranks #4 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
197,131 | $67,633,674 | |
| 2 | MA |
Mastercard Inc
|
53,388 | $27,420,076 | |
| 3 | AXP |
American Express Co
|
68,800 | $23,271,600 | |
| 4 | ATLC |
Atlanticus Holdings Corp
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|
118,939 | $12,161,512 | |
| 5 | COF |
Capital One Financial Corp
|
45,851 | $9,198,627 | |
| 6 | SYF |
Synchrony Financial
|
18,879 | $1,435,747 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
20,582 | $888,730 | |
| 8 | ALLY |
Ally Financial Inc.
|
13,387 | $615,132 |
All Filings in ATLC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,161,512 | 118,939 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $6,232,806 | 118,788 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $427,207 | 6,381 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $373,506 | 6,376 | Shares | Sole | 2025-10-23 | |
| 2025-03-31 | $326,132 | 6,376 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $355,653 | 6,376 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $223,670 | 6,376 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $236,035 | 8,376 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $247,845 | 8,376 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $323,899 | 8,376 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $253,876 | 8,376 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $351,875 | 8,376 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $227,240 | 8,376 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $219,451 | 8,376 | Shares | Sole | 2023-01-20 | |
| 2022-03-31 | $207,160 | 4,000 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $285,280 | 4,000 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||