Position in MA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$25,680
+$697 QoQ
Shares Held
50
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#3,471
of 3,563 holders
Holding Since
Mar 2025
6 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, 20261 NORTH WEALTH SERVICES LLC holds $135,414 across 5 Credit Services names. MA ranks #3 (19.0% of the industry book) .
All Filings in MA
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,680 | 50 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $24,983 | 50 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $39,961 | 70 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $39,816 | 70 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $44,955 | 80 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $43,849 | 80 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||