Position in MA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$5,414,371
-$3,942 QoQ
Shares Held
10,542
-2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#1,147
of 3,563 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026River Wealth Advisors LLC holds $27,363,781 across 3 Credit Services names. MA ranks #2 (19.8% 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 | $5,414,371 | 10,542 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $5,418,313 | 10,844 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,333,913 | 11,095 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,354,745 | 11,172 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,366,780 | 11,330 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,252,952 | 11,408 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $6,108,738 | 11,601 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,782,891 | 11,711 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,287,302 | 11,985 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,039,850 | 12,542 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,737,412 | 13,452 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $5,372,498 | 13,570 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,927,817 | 15,072 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $5,680,461 | 15,631 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $5,642,962 | 16,228 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,766,960 | 16,765 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,783,063 | 18,331 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $6,774,852 | 18,957 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $6,862,652 | 19,099 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $6,641,035 | 19,101 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $7,040,395 | 19,284 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $6,876,037 | 19,312 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $6,991,740 | 19,588 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $6,545,956 | 19,357 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $5,703,165 | 19,287 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $4,576,595 | 18,946 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||