Position in MA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$561,878
+$81,706 QoQ
Shares Held
1,094
+13.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,492
of 3,560 holders
Holding Since
Dec 2021
11 quarters on record
Voting authority
Sole 71%
Shared 12%
None 17%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Private Advisory Group LLC holds $14,697,917 across 3 Credit Services names. MA ranks #3 (3.8% of the industry book) .
All Filings in MA
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $561,878 | 1,094 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $480,172 | 961 | Shares | Other | 2026-05-08 | |
| 2025-12-31 | $1,359,835 | 2,382 | Shares | Other | 2026-01-15 | |
| 2025-09-30 | $688,828 | 1,211 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $649,040 | 1,155 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $7,428,122 | 13,552 | Shares | Other | 2025-05-08 | |
| 2024-12-31 | $5,811,226 | 11,036 | Shares | Other | 2025-04-11 | |
| 2024-09-30 | $4,829,364 | 9,780 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $3,918,824 | 8,883 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $3,747,577 | 7,782 | Shares | Sole | 2024-05-14 | |
| 2021-12-31 | $378,723 | 1,054 | Shares | Sole | 2022-01-27 | |
| No filing history on record for this holder in this stock. | ||||||