Position in MA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$10,698,801
+$1,552,525 QoQ
Shares Held
20,831
+13.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#867
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, 2026Welch Group, LLC holds $32,681,491 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 | $10,698,801 | 20,831 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $9,146,276 | 18,305 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $9,667,281 | 16,934 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $9,110,629 | 16,017 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $8,714,003 | 15,507 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $8,222,896 | 15,002 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $7,648,955 | 14,526 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $6,857,894 | 13,888 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $5,877,574 | 13,323 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $6,252,223 | 12,983 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $5,374,026 | 12,600 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $4,929,079 | 12,450 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $4,817,925 | 12,250 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $4,256,257 | 11,712 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $3,886,578 | 11,177 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $2,998,649 | 10,546 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $3,193,288 | 10,122 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $3,427,988 | 9,592 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $3,007,149 | 8,369 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $2,545,017 | 7,320 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $2,222,667 | 6,088 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,817,991 | 5,106 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,508,428 | 4,226 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $1,256,977 | 3,717 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $1,048,552 | 3,546 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $526,600 | 2,180 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||