Position in MA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,524,774
+$227,060 QoQ
Shares Held
12,704
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.23%
of 13F equity value
Holder Rank
#1,067
of 3,563 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, 2026CFO4Life Group, LLC holds $17,455,323 across 4 Credit Services names. MA ranks #2 (37.4% 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 | $6,524,774 | 12,704 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,297,714 | 12,604 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $7,534,474 | 13,198 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $7,506,016 | 13,196 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $7,464,249 | 13,283 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $7,303,699 | 13,325 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $6,973,893 | 13,244 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,492,976 | 13,149 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,795,077 | 13,136 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $6,313,382 | 13,110 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $5,646,139 | 13,238 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $5,259,268 | 13,284 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $5,283,592 | 13,434 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $4,912,212 | 13,517 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $4,737,821 | 13,625 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $3,946,354 | 13,879 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $4,230,271 | 13,409 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $5,167,714 | 14,460 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $5,143,306 | 14,314 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $5,013,545 | 14,420 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $5,107,609 | 13,990 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $4,973,662 | 13,969 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $5,100,315 | 14,289 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $4,831,772 | 14,288 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $4,266,359 | 14,428 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $3,481,121 | 14,411 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||