Position in MA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$824,328
-$43,581 QoQ
Shares Held
1,605
-7.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#2,195
of 3,555 holders
Holding Since
Mar 2025
6 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, 2026Costello Asset Management, INC holds $13,831,519 across 5 Credit Services names. MA ranks #3 (6.0% of the industry book) .
All Filings in MA
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $824,328 | 1,605 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $867,909 | 1,737 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $991,618 | 1,737 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $988,022 | 1,737 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,032,283 | 1,837 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,006,896 | 1,837 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||