Position in MA
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$315,864
-$4,916 QoQ
Shares Held
615
-4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,905
of 3,563 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026UNITED BANK holds $9,892,827 across 3 Credit Services names. MA ranks #2 (3.2% of the industry book) .
All Filings in MA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $315,864 | 615 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $320,780 | 642 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $366,504 | 642 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $365,744 | 643 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $445,618 | 793 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $438,495 | 800 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $421,255 | 800 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $397,509 | 805 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $414,689 | 940 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $444,489 | 923 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $389,403 | 913 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $373,738 | 944 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $360,655 | 917 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $333,246 | 917 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $314,695 | 905 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $269,269 | 947 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $285,509 | 905 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $323,428 | 905 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $325,184 | 905 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $314,650 | 905 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $319,453 | 875 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $311,543 | 875 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $365,149 | 1,023 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $295,222 | 873 | Shares | Sole | 2020-12-11 | |
| 2020-06-30 | $236,559 | 800 | Shares | Sole | 2020-09-18 | |
| 2020-03-31 | $207,741 | 860 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||