Position in MA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$560,851
-$6,263 QoQ
Shares Held
1,092
-3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,498
of 3,563 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Betterment LLC holds $1,611,260 across 4 Credit Services names. MA ranks #1 (34.8% of the industry book) .
All Filings in MA
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $560,851 | 1,092 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $567,114 | 1,135 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $552,040 | 967 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $532,974 | 937 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $532,157 | 947 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $487,278 | 889 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $440,739 | 837 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $407,385 | 825 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $248,373 | 563 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||