Position in MA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,100,644
+$356,151 QoQ
Shares Held
2,143
+43.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#1,983
of 3,563 holders
Holding Since
Sep 2020
14 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, 2026Elwood & Goetz Wealth Advisory Group, LLC holds $3,773,258 across 4 Credit Services names. MA ranks #2 (29.2% of the industry book) .
All Filings in MA
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,100,644 | 2,143 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $744,493 | 1,490 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $339,673 | 595 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $312,845 | 550 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $339,973 | 605 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $282,829 | 516 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $273,289 | 519 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $256,282 | 519 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $212,639 | 482 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $257,639 | 535 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $244,390 | 573 | Shares | Sole | 2024-01-18 | |
| 2021-03-31 | $219,682 | 617 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $220,231 | 617 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $208,650 | 617 | Shares | Sole | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||