Position in MA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,630,166
+$77,723 QoQ
Shares Held
3,174
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,747
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, 2026ASPIRIANT, LLC holds $6,686,340 across 4 Credit Services names. MA ranks #3 (24.4% 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 | $1,630,166 | 3,174 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,552,443 | 3,107 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,979,240 | 3,467 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,786,063 | 3,140 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,869,012 | 3,326 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,703,008 | 3,107 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,603,405 | 3,045 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,424,613 | 2,885 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,293,481 | 2,932 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,670,084 | 3,468 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,511,977 | 3,545 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,396,374 | 3,527 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,337,613 | 3,401 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,265,030 | 3,481 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,291,121 | 3,713 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $980,119 | 3,447 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $1,101,340 | 3,491 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,210,446 | 3,387 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,191,145 | 3,315 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $648,423 | 1,865 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $686,004 | 1,879 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $812,506 | 2,282 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $760,996 | 2,132 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $756,148 | 2,236 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $729,196 | 2,466 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $595,686 | 2,466 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||