Position in MA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$624,537
-$24,021 QoQ
Shares Held
1,216
-6.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,423
of 3,563 holders
Holding Since
Sep 2020
20 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, 2026GW HENSSLER & ASSOCIATES LTD holds $26,718,382 across 4 Credit Services names. MA ranks #2 (2.3% of the industry book) .
All Filings in MA
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $624,537 | 1,216 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $648,558 | 1,298 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $700,469 | 1,227 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $700,205 | 1,231 | Shares | Sole | 2026-01-23 | |
| 2025-06-30 | $689,500 | 1,227 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $705,978 | 1,288 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $626,091 | 1,189 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $587,128 | 1,189 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $240,873 | 546 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $268,716 | 558 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $232,874 | 546 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $216,166 | 546 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $215,921 | 549 | Shares | Sole | 2023-08-02 | |
| 2022-06-30 | $206,954 | 656 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $234,441 | 656 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $222,778 | 620 | Shares | Sole | 2022-01-28 | |
| 2021-06-30 | $242,054 | 663 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $227,872 | 640 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $228,441 | 640 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $229,617 | 679 | Shares | Sole | 2020-10-22 | |
| No filing history on record for this holder in this stock. | ||||||