Teamwork Financial Advisors, LLC

Position in MA — Mastercard Inc

CIK 1629931 San Antonio, TX

Position in MA

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$204,412

-$13,664 QoQ

Shares Held

398

+4.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#3,271

of 3,560 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Teamwork Financial Advisors, LLC holds $25,954,220 across 4 Credit Services names. MA ranks #4 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co	38,660	$13,076,745
2	V	Visa Inc.	23,900	$8,199,851
3	SOFI	SoFi Technologies, Inc.	249,482	$4,473,212
4	MA	Mastercard Inc This page	398	$204,412

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$204,412	398	+4.2%	Shares	Sole	2026-07-08
2025-12-31	$218,076	382	-1.0%	Shares	Sole	2026-01-09
2025-09-30	$219,560	386	-36.3%	Shares	Sole	2025-10-08
2024-03-31	$291,831	606	-14.0%	Shares	Sole	2024-04-19
2023-12-31	$300,689	705	+13.3%	Shares	Sole	2024-01-19
2023-09-30	$246,256	622	+3.8%	Shares	Sole	2023-10-31
2023-06-30	$235,586	599	-13.8%	Shares	Sole	2023-07-17
2023-03-31	$252,569	695	+4.8%	Shares	Sole	2023-04-06
2022-12-31	$230,544	663	-50.9%	Shares	Sole	2023-01-17
2022-06-30	$425,898	1,350	-63.1%	Shares	Sole	2022-07-22
2022-03-31	$1,306,938	3,657	-57.0%	Shares	Sole	2022-04-18
2021-12-31	$3,056,735	8,507	-22.6%	Shares	Sole	2022-01-31
2021-09-30	$3,819,960	10,987	+4.6%	Shares	Defined	2021-10-13
2021-06-30	$3,833,445	10,500	-6.8%	Shares	Sole	2021-07-13
2021-03-31	$4,009,835	11,262	-8.4%	Shares	Sole	2021-04-12
2020-12-31	$4,390,718	12,301	+17.1%	Shares	Sole	2021-02-08
2020-09-30	$3,551,461	10,502	+15.3%	Shares	Sole	2020-10-15
2020-06-30	$2,692,644	9,106	+71.7%	Shares	Sole	2020-07-13
2020-03-31	$1,280,751	5,302	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.