Position in MA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,119,072
+$61,833 QoQ
Shares Held
8,020
-1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#1,263
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, 2026MONETARY MANAGEMENT GROUP INC holds $9,478,253 across 4 Credit Services names. MA ranks #1 (43.5% 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 | $4,119,072 | 8,020 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,057,239 | 8,120 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,595,584 | 8,050 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,615,893 | 8,115 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,770,870 | 8,490 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,653,538 | 8,490 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,457,415 | 8,465 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,204,707 | 8,515 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,754,271 | 8,510 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $3,994,623 | 8,295 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,473,923 | 8,145 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,214,789 | 8,120 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $3,350,916 | 8,520 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,841,243 | 10,570 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,753,745 | 10,795 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,104,992 | 10,920 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,476,589 | 11,020 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,938,327 | 11,020 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,105,949 | 11,427 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,383,621 | 9,732 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,530,420 | 9,670 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,471,487 | 9,750 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $4,558,123 | 12,770 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,318,430 | 12,770 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $4,020,041 | 13,595 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,634,270 | 15,045 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||