Position in MA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,499,712
+$80,678 QoQ
Shares Held
2,920
+2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#1,799
of 3,555 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026EXCALIBUR MANAGEMENT CORP holds $8,213,318 across 4 Credit Services names. MA ranks #3 (18.3% of the industry book) .
All Filings in MA
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,499,712 | 2,920 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,419,034 | 2,840 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,555,648 | 2,725 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,547,163 | 2,720 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,526,229 | 2,716 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,496,915 | 2,731 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,451,753 | 2,757 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,408,811 | 2,853 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,348,184 | 3,056 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,379,698 | 2,865 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,223,230 | 2,868 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,105,380 | 2,792 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,097,307 | 2,790 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,010,279 | 2,780 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,022,326 | 2,940 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $842,215 | 2,962 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $824,349 | 2,613 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $933,833 | 2,613 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $951,120 | 2,647 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $873,024 | 2,511 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $872,930 | 2,391 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $794,347 | 2,231 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $787,409 | 2,206 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $813,637 | 2,406 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $732,153 | 2,476 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $595,203 | 2,464 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||