Position in MA
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,644,547
+$40,139 QoQ
Shares Held
3,202
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.52%
of 13F equity value
Holder Rank
#1,737
of 3,563 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 15%
None 85%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Omnia Family Wealth, LLC holds $3,101,423 across 4 Credit Services names. MA ranks #1 (53.0% 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 | $1,644,547 | 3,202 | Shares | Defined | 2026-07-09 | |
| 2026-03-31 | $1,604,408 | 3,211 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $2,044,892 | 3,582 | Shares | Defined | 2026-01-16 | |
| 2025-09-30 | $2,137,587 | 3,758 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $2,129,752 | 3,790 | Shares | Defined | 2025-07-28 | |
| 2025-03-31 | $1,969,943 | 3,594 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $1,764,536 | 3,351 | Shares | Defined | 2025-02-27 | |
| 2024-09-30 | $1,646,329 | 3,334 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $1,398,477 | 3,170 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,526,095 | 3,169 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $1,337,961 | 3,137 | Shares | Defined | 2024-02-05 | |
| 2023-09-30 | $1,241,969 | 3,137 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $1,233,782 | 3,137 | Shares | Defined | 2023-07-31 | |
| 2023-03-31 | $1,140,017 | 3,137 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $1,090,829 | 3,137 | Shares | Defined | 2023-01-31 | |
| 2022-09-30 | $887,140 | 3,120 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $975,464 | 3,092 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $1,111,094 | 3,109 | Shares | Defined | 2022-05-06 | |
| 2021-12-31 | $1,111,017 | 3,092 | Shares | Defined | 2022-02-04 | |
| 2021-09-30 | $1,075,026 | 3,092 | Shares | Defined | 2021-11-03 | |
| 2021-06-30 | $1,142,731 | 3,130 | Shares | Defined | 2021-08-03 | |
| 2021-03-31 | $1,132,239 | 3,180 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $1,143,635 | 3,204 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $1,037,505 | 3,068 | Shares | Defined | 2020-10-28 | |
| 2020-06-30 | $907,207 | 3,068 | Shares | Defined | 2020-08-04 | |
| 2020-03-31 | $741,106 | 3,068 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||