Position in MA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$406,257
+$49,001 QoQ
Shares Held
791
+10.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#2,732
of 3,555 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, 2026MBM WEALTH CONSULTANTS, LLC holds $2,246,146 across 3 Credit Services names. MA ranks #3 (18.1% 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 | $406,257 | 791 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $357,256 | 715 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $406,466 | 712 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $408,974 | 719 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $408,530 | 727 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $398,483 | 727 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $382,816 | 727 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $365,905 | 741 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $326,899 | 741 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $351,546 | 730 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $311,352 | 730 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $299,307 | 756 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $297,334 | 756 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $275 | 962 | Shares | Sole | 2023-05-31 | |
| 2022-12-31 | $334,516 | 962 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $230,884 | 812 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $256,169 | 812 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $290,192 | 812 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $306,859 | 854 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $282,316 | 812 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $296,453 | 812 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $289,468 | 813 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $290,192 | 813 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $360,151 | 1,065 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $324,382 | 1,097 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $516,938 | 2,140 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||