Position in MA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,883,371
+$82,097 QoQ
Shares Held
3,667
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,669
of 3,563 holders
Holding Since
Mar 2020
26 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, 2026Valmark Advisers, Inc. holds $5,759,432 across 4 Credit Services names. MA ranks #2 (32.7% of the industry book) .
All Filings in MA
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,883,371 | 3,667 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,801,274 | 3,605 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,113,968 | 3,703 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,064,211 | 3,629 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $2,108,960 | 3,753 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,989,675 | 3,630 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,987,801 | 3,775 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,736,200 | 3,516 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,522,443 | 3,451 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,536,208 | 3,190 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,186,977 | 2,783 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $494,491 | 1,249 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $531,741 | 1,352 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $512,044 | 1,409 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $462,828 | 1,331 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $467,739 | 1,645 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $560,292 | 1,776 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $695,461 | 1,946 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $777,568 | 2,164 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $764,896 | 2,200 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $784,943 | 2,150 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $736,311 | 2,068 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $541,834 | 1,518 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $465,998 | 1,378 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $336,802 | 1,139 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $239,869 | 993 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||