Position in MA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$21,290,260
+$224,095 QoQ
Shares Held
41,453
-1.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#634
of 3,555 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026EVERETT HARRIS & CO /CA/ holds $29,058,104 across 4 Credit Services names. MA ranks #1 (73.3% 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 | $21,290,260 | 41,453 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $21,066,165 | 42,161 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $24,699,123 | 43,265 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $24,871,217 | 43,725 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $24,743,904 | 44,033 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $25,180,084 | 45,939 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $24,556,591 | 46,635 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $23,134,036 | 46,849 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $20,700,991 | 46,924 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $23,151,477 | 48,075 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $21,128,878 | 49,539 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $19,513,216 | 49,287 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $20,111,395 | 51,135 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $18,892,595 | 51,987 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $18,306,245 | 52,645 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $15,399,854 | 54,160 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $29,532,082 | 93,610 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $34,620,115 | 96,872 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $35,616,876 | 99,123 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $34,417,538 | 98,992 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $36,425,759 | 99,772 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $34,928,861 | 98,101 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $36,313,290 | 101,735 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $30,858,350 | 91,251 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $23,779,898 | 80,419 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $9,777,624 | 40,477 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||