Position in MA
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,516,147
+$220,529 QoQ
Shares Held
2,952
+13.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,791
of 3,560 holders
Holding Since
Mar 2020
15 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, 2026SHEETS SMITH WEALTH MANAGEMENT holds $18,769,440 across 4 Credit Services names. MA ranks #2 (8.1% of the industry book) .
All Filings in MA
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,516,147 | 2,952 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,295,618 | 2,593 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,355,269 | 2,374 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,836,118 | 3,228 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,819,561 | 3,238 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,255,742 | 2,291 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,239,019 | 2,353 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,235,981 | 2,503 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,136,428 | 2,576 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,221,261 | 2,536 | Shares | Sole | 2024-05-08 | |
| 2022-06-30 | $339,141 | 1,075 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $580,742 | 1,625 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $340,276 | 947 | Shares | Sole | 2022-01-20 | |
| 2020-09-30 | $1,047,988 | 3,099 | Shares | Sole | 2020-10-26 | |
| 2020-03-31 | $1,646,231 | 6,815 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||