Position in MA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,077,512
-$4,571 QoQ
Shares Held
4,045
-2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#1,618
of 3,563 holders
Holding Since
Mar 2020
20 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, 2026OKABENA INVESTMENT SERVICES INC holds $5,718,504 across 3 Credit Services names. MA ranks #2 (36.3% of the industry book) .
All Filings in MA
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,077,512 | 4,045 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,082,083 | 4,167 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,049,822 | 7,094 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,010,679 | 7,051 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,438,510 | 6,119 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,805,916 | 8,768 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,303,743 | 4,375 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,160,375 | 4,375 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,930,075 | 4,375 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $4,885,046 | 10,144 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,782,456 | 11,213 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $836,942 | 2,128 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $736,268 | 2,026 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,439,949 | 4,141 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,231,476 | 4,331 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,195,253 | 13,298 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,175,270 | 11,683 | Shares | Sole | 2022-05-12 | |
| 2020-09-30 | $1,809,209 | 5,350 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,147,964 | 7,264 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,434,866 | 5,940 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||