Position in MA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,071,369
-$17,889 QoQ
Shares Held
2,086
-4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#2,004
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, 2026D.B. Root & Company, LLC holds $2,155,645 across 3 Credit Services names. MA ranks #1 (49.7% 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 | $1,071,369 | 2,086 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,089,258 | 2,180 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,181,721 | 2,070 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,262,758 | 2,220 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,400,354 | 2,492 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,388,387 | 2,533 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,454,912 | 2,763 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,325,853 | 2,685 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,416,564 | 3,211 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,536,208 | 3,190 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,384,024 | 3,245 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,507,229 | 3,807 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,497,293 | 3,807 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,320,995 | 3,635 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,265,737 | 3,640 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,083,619 | 3,811 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,204,502 | 3,818 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $1,370,552 | 3,835 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,424,344 | 3,964 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $1,379,594 | 3,968 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $1,822,529 | 4,992 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $1,796,984 | 5,047 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,744,008 | 4,886 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,992,835 | 5,893 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $2,089,711 | 7,067 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,714,351 | 7,097 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||