Position in MA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,892,616
+$241,740 QoQ
Shares Held
3,685
+11.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,665
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, 2026Waldron Private Wealth LLC holds $7,034,860 across 6 Credit Services names. MA ranks #2 (26.9% 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 | $1,892,616 | 3,685 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,650,876 | 3,304 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,814,256 | 3,178 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,950,449 | 3,429 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,758,872 | 3,130 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,741,925 | 3,178 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $4,093,027 | 7,773 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,708,930 | 7,511 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $3,383,256 | 7,669 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $3,714,830 | 7,714 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,200,957 | 7,505 | Shares | Sole | 2024-08-29 | |
| 2023-09-30 | $2,970,908 | 7,504 | Shares | Sole | 2024-08-29 | |
| 2023-06-30 | $2,985,540 | 7,591 | Shares | Sole | 2024-08-29 | |
| 2023-03-31 | $2,860,036 | 7,870 | Shares | Sole | 2024-08-29 | |
| 2022-12-31 | $2,092 | 7,360 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,092,742 | 7,360 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,326,034 | 7,373 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,428,039 | 6,794 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,508,053 | 6,980 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $2,445,233 | 7,033 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $2,034,646 | 5,573 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,902,375 | 5,343 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,922,835 | 5,387 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,929,936 | 5,707 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,542,371 | 5,216 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,202,002 | 4,976 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||