Position in MA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,901,325
+$35,276 QoQ
Shares Held
5,649
-1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#1,459
of 3,563 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Moss Adams Wealth Advisors LLC holds $7,260,534 across 4 Credit Services names. MA ranks #1 (40.0% of the industry book) .
All Filings in MA
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,901,325 | 5,649 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $2,866,049 | 5,736 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $3,089,602 | 5,412 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $3,160,876 | 5,557 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $3,121,014 | 5,554 | Shares | Other | 2025-07-17 | |
| 2025-03-31 | $2,752,110 | 5,021 | Shares | Other | 2025-04-14 | |
| 2024-12-31 | $2,441,178 | 4,636 | Shares | Other | 2025-01-15 | |
| 2024-09-30 | $1,263,633 | 2,559 | Shares | Other | 2024-10-18 | |
| 2024-06-30 | $1,028,784 | 2,332 | Shares | Other | 2024-07-23 | |
| 2024-03-31 | $979,513 | 2,034 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $280,643 | 658 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $208,248 | 526 | Shares | Sole | 2023-12-20 | |
| No filing history on record for this holder in this stock. | ||||||