Position in MA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$406,257
-$3,963 QoQ
Shares Held
791
-3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#2,735
of 3,560 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, 2026Fortis Advisors, LLC holds $1,066,329 across 3 Credit Services names. MA ranks #1 (38.1% 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 | $406,257 | 791 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $410,220 | 821 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $468,692 | 821 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $495,433 | 871 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $489,449 | 871 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $477,412 | 871 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $419,149 | 796 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $393,064 | 796 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $351,163 | 796 | Shares | Sole | 2024-12-05 | |
| 2024-03-31 | $383,329 | 796 | Shares | Sole | 2024-12-05 | |
| 2023-12-31 | $326,706 | 766 | Shares | Sole | 2024-12-05 | |
| 2023-09-30 | $303,267 | 766 | Shares | Sole | 2024-12-05 | |
| 2023-06-30 | $310,313 | 789 | Shares | Sole | 2024-12-04 | |
| 2023-03-31 | $377,582 | 1,039 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $361,291 | 1,039 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $295,429 | 1,039 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $347,974 | 1,103 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $394,190 | 1,103 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $396,329 | 1,103 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $383,491 | 1,103 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $402,694 | 1,103 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $275,226 | 773 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $288,407 | 808 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $261,405 | 773 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $228,576 | 773 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $238,419 | 987 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||