Position in MA
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$3,989,131
+$310,135 QoQ
Shares Held
7,767
+5.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,281
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, 2026Segment Wealth Management, LLC holds $28,578,135 across 3 Credit Services names. MA ranks #2 (14.0% 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 | $3,989,131 | 7,767 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $3,678,996 | 7,363 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $4,057,815 | 7,108 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,802,494 | 6,685 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $3,716,671 | 6,614 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $3,517,286 | 6,417 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $3,065,163 | 5,821 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,862,064 | 5,796 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $2,562,698 | 5,809 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $2,750,727 | 5,712 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,225,102 | 5,217 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,859,985 | 4,698 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,505,159 | 3,827 | Shares | Sole | 2023-08-22 | |
| 2023-03-31 | $1,407,123 | 3,872 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,348,149 | 3,877 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,099,542 | 3,867 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $1,172,008 | 3,715 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $1,612,855 | 4,513 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,619,455 | 4,507 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $1,154,297 | 3,320 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $1,173,764 | 3,215 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,144,700 | 3,215 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,027,273 | 2,878 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $971,562 | 2,873 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $564,195 | 1,908 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $422,246 | 1,748 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||