Position in MA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$407,798
-$89,363 QoQ
Shares Held
794
-20.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,734
of 3,563 holders
Holding Since
Sep 2020
21 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, 2026Westover Capital Advisors, LLC holds $1,897,036 across 4 Credit Services names. MA ranks #3 (21.5% of the industry book) .
All Filings in MA
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $407,798 | 794 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $497,161 | 995 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $899,706 | 1,576 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $952,187 | 1,674 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $676,575 | 1,204 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $659,936 | 1,204 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $605,028 | 1,149 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $573,795 | 1,162 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $534,685 | 1,212 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $583,662 | 1,212 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $529,725 | 1,242 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $357,902 | 904 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $368,522 | 937 | Shares | Sole | 2023-08-11 | |
| 2022-06-30 | $301,598 | 956 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $395,262 | 1,106 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $390,940 | 1,088 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $386,620 | 1,112 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $416,932 | 1,142 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $371,004 | 1,042 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $397,274 | 1,113 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $419,668 | 1,241 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||