Position in MA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,769,865
-$263,751 QoQ
Shares Held
3,446
-15.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,694
of 3,560 holders
Holding Since
Jun 2021
16 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, 2026OXFORD FINANCIAL GROUP, LTD. LLC holds $2,862,930 across 4 Credit Services names. MA ranks #1 (61.8% of the industry book) .
All Filings in MA
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,769,865 | 3,446 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,033,616 | 4,070 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $942,522 | 1,651 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $961,288 | 1,690 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $859,206 | 1,529 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $762,983 | 1,392 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $793,540 | 1,507 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $788,598 | 1,597 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,005,844 | 2,280 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $665,529 | 1,382 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $605,217 | 1,419 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $586,738 | 1,482 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $685,521 | 1,743 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $277,281 | 763 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $271,924 | 782 | Shares | Sole | 2023-02-14 | |
| 2021-06-30 | $240,229 | 658 | Shares | Sole | 2021-08-03 | |
| No filing history on record for this holder in this stock. | ||||||