Position in MA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,607,054
+$48,115 QoQ
Shares Held
3,129
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#1,751
of 3,555 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, 2026Winch Advisory Services, LLC holds $8,501,570 across 5 Credit Services names. MA ranks #2 (18.9% 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 | $1,607,054 | 3,129 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,558,939 | 3,120 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,798,842 | 3,151 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,830,999 | 3,219 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,811,132 | 3,223 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,753,435 | 3,199 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,713,985 | 3,255 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,594,480 | 3,229 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,445,240 | 3,276 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,595,441 | 3,313 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,434,779 | 3,364 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,312,837 | 3,316 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,361,211 | 3,461 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,294,103 | 3,561 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,295,641 | 3,726 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $1,320,759 | 4,645 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,501,369 | 4,759 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,779,395 | 4,979 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,841,874 | 5,126 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,735,618 | 4,992 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,782,734 | 4,883 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $1,702,987 | 4,783 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $1,586,598 | 4,445 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,389,202 | 4,108 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $1,210,004 | 4,092 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $991,845 | 4,106 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||