Position in MA
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,715,937
+$2,104 QoQ
Shares Held
3,341
-2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,714
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, 2026Formidable Asset Management, LLC holds $8,470,061 across 5 Credit Services names. MA ranks #2 (20.3% 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 | $1,715,937 | 3,341 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,713,833 | 3,430 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,958,118 | 3,430 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,053,972 | 3,611 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,074,682 | 3,692 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $2,023,659 | 3,692 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,963,579 | 3,729 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $1,911,499 | 3,871 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,805,226 | 4,092 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,913,277 | 3,973 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,556,761 | 3,650 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,472,389 | 3,719 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,486,280 | 3,779 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,376,960 | 3,789 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,317,548 | 3,789 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,084,472 | 3,814 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,209,550 | 3,834 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $1,366,978 | 3,825 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,409,612 | 3,923 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,379,246 | 3,967 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,448,312 | 3,967 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,412,450 | 3,967 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,411,697 | 3,955 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,337,462 | 3,955 | Shares | Sole | 2020-12-14 | |
| 2020-06-30 | $1,191,079 | 4,028 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $947,398 | 3,922 | Shares | Sole | 2020-06-01 | |
| No filing history on record for this holder in this stock. | ||||||