Position in MA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$429,369
+$10,654 QoQ
Shares Held
836
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,687
of 3,555 holders
Holding Since
Mar 2020
26 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, 2026TRUE Private Wealth Advisors holds $2,465,814 across 4 Credit Services names. MA ranks #2 (17.4% of the industry book) .
All Filings in MA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $429,369 | 836 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $418,715 | 838 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $465,267 | 815 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $473,249 | 832 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $429,884 | 765 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $373,817 | 682 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $231,690 | 440 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $206,408 | 418 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $439,395 | 996 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $511,427 | 1,062 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $442,290 | 1,037 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $401,056 | 1,013 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $326,045 | 829 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $303,083 | 834 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $313,652 | 902 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $237,139 | 834 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $276,045 | 875 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $312,707 | 875 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $296,798 | 826 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $243,028 | 699 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $252,642 | 692 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $231,432 | 650 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $223,801 | 627 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $199,182 | 589 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $174,167 | 589 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $116,915 | 484 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||