Position in MA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$478,675
-$1,656,372 QoQ
Shares Held
932
-78.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,623
of 3,563 holders
Holding Since
Jun 2020
17 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, 2026WealthShield Partners, LLC holds $3,632,358 across 2 Credit Services names. MA ranks #2 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
9,192 | $3,153,683 | |
| 2 | MA |
Mastercard Inc
This page
|
932 | $478,675 |
All Filings in MA
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $478,675 | 932 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,135,047 | 4,273 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,068,298 | 3,623 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,209,826 | 3,885 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,133,686 | 3,797 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,995,704 | 3,641 | Shares | Sole | 2025-05-09 | |
| 2024-09-30 | $260,232 | 527 | Shares | Sole | 2024-11-04 | |
| 2023-12-31 | $224,770 | 527 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $234,774 | 593 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $233,226 | 593 | Shares | Sole | 2023-08-03 | |
| 2022-03-31 | $470,669 | 1,317 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $757,446 | 2,108 | Shares | Sole | 2022-02-10 | |
| 2021-06-30 | $279,658 | 766 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $243,182 | 683 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $707,812 | 1,983 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $626,967 | 1,854 | Shares | Other | 2020-10-30 | |
| 2020-06-30 | $554,141 | 1,874 | Shares | Other | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||