Position in MA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$332,812
+$7,034 QoQ
Shares Held
648
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,860
of 3,562 holders
Holding Since
Mar 2020
13 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, 2026NewSquare Capital LLC holds $2,405,739 across 4 Credit Services names. MA ranks #3 (13.8% of the industry book) .
All Filings in MA
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $332,812 | 648 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $325,778 | 652 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $305,420 | 535 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $365,176 | 642 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $278,160 | 495 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $178,139 | 325 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $26,328 | 50 | Shares | Sole | 2025-02-06 | |
| 2023-09-30 | $3,563 | 9 | Shares | Sole | 2023-11-03 | |
| 2023-03-31 | $11,629 | 32 | Shares | Sole | 2023-05-01 | |
| 2021-06-30 | $53,303 | 146 | Shares | Sole | 2021-07-28 | |
| 2020-09-30 | $2,029 | 6 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $1,774 | 6 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,449 | 6 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||