Position in MA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$886,987
+$24,075 QoQ
Shares Held
1,727
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,140
of 3,563 holders
Holding Since
Jun 2020
5 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, 2026Baker Ellis Asset Management LLC holds $9,007,448 across 3 Credit Services names. MA ranks #3 (9.8% of the industry book) .
All Filings in MA
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $886,987 | 1,727 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $862,912 | 1,727 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $985,909 | 1,727 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,013,619 | 1,782 | Shares | Sole | 2025-10-23 | |
| 2020-06-30 | $107,930 | 365 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||