Position in MA
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$482,270
+$17,087 QoQ
Shares Held
939
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#2,631
of 3,575 holders
Holding Since
Dec 2023
11 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, 2026PRIVATE CLIENT SERVICES, LLC holds $1,892,678 across 3 Credit Services names. MA ranks #3 (25.5% of the industry book) .
All Filings in MA
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $482,270 | 939 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $465,183 | 931 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $517,788 | 907 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $512,497 | 901 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $510,241 | 908 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $475,220 | 867 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $438,106 | 832 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $385,164 | 780 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $341,899 | 775 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $362,140 | 752 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $313,484 | 735 | Shares | Sole | 2024-01-30 | |
| No filing history on record for this holder in this stock. | ||||||