Position in MA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$8,603,313
+$141,072 QoQ
Shares Held
16,751
-1.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#947
of 3,555 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $36,184,586 across 7 Credit Services names. MA ranks #2 (23.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
41,307 | $14,172,018 | |
| 2 | MA |
Mastercard Inc
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|
16,751 | $8,603,313 | |
| 3 | PYPL |
PayPal Holdings, Inc.
|
166,438 | $7,186,792 | |
| 4 | AXP |
American Express Co
|
10,731 | $3,629,760 | |
| 5 | COF |
Capital One Financial Corp
|
7,324 | $1,469,340 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
45,937 | $823,650 | |
| 7 | SYF |
Synchrony Financial
|
3,941 | $299,713 |
All Filings in MA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,603,313 | 16,751 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $8,462,241 | 16,936 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $9,582,791 | 16,786 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,637,948 | 15,186 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,834,820 | 15,722 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,896,535 | 16,231 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $8,308,221 | 15,778 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $7,518,598 | 15,226 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,706,955 | 15,203 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $6,702,972 | 13,919 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,628,225 | 13,196 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $5,233,930 | 13,220 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,201,785 | 13,226 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $4,708,703 | 12,957 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $3,768,697 | 10,838 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,439,660 | 12,097 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $3,778,503 | 11,977 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $4,251,749 | 11,897 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $6,406,675 | 17,830 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,690,898 | 13,492 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $5,710,372 | 15,641 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $5,255,654 | 14,761 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $5,003,584 | 14,018 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $5,332,602 | 15,769 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $5,038,728 | 17,040 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $3,555,521 | 14,719 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||