Position in MA
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,308,118
+$113,612 QoQ
Shares Held
4,494
+2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#1,579
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, 2026Plancorp, LLC holds $5,209,851 across 5 Credit Services names. MA ranks #1 (44.3% 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 | $2,308,118 | 4,494 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $2,194,506 | 4,392 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,612,346 | 4,576 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,615,388 | 4,598 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2,830,491 | 5,037 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $2,996,572 | 5,467 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,413,840 | 2,685 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,359,925 | 2,754 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,173,926 | 2,661 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,297,349 | 2,694 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,176,314 | 2,758 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $829,035 | 2,094 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $589,950 | 1,500 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $446,630 | 1,229 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $423,187 | 1,217 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $339,501 | 1,194 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $660,930 | 2,095 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $737,632 | 2,064 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $761,039 | 2,118 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $756,204 | 2,175 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $786,038 | 2,153 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $779,037 | 2,188 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $795,262 | 2,228 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $778,129 | 2,301 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $641,077 | 2,168 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $515,005 | 2,132 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||