Position in MA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$627,619
-$30,433 QoQ
Shares Held
1,222
-7.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,418
of 3,563 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026KILEY JUERGENS WEALTH MANAGEMENT, LLC holds $3,986,904 across 4 Credit Services names. MA ranks #2 (15.7% of the industry book) .
All Filings in MA
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $627,619 | 1,222 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $658,052 | 1,317 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||