Position in MA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$956,323
+$128,387 QoQ
Shares Held
1,862
+12.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#2,087
of 3,563 holders
Holding Since
Jun 2022
15 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, 2026CM WEALTH ADVISORS LLC holds $4,656,907 across 4 Credit Services names. MA ranks #2 (20.5% of the industry book) .
All Filings in MA
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $956,323 | 1,862 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $827,936 | 1,657 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $917,975 | 1,608 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $696,223 | 1,224 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $687,814 | 1,224 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $670,898 | 1,224 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $644,521 | 1,224 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $604,411 | 1,224 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $456,528 | 948 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $293,438 | 688 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $272,386 | 688 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $386,613 | 983 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $275,464 | 758 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $239,238 | 688 | Shares | Sole | 2023-05-04 | |
| 2022-06-30 | $217,050 | 688 | Shares | Sole | 2023-05-09 | |
| No filing history on record for this holder in this stock. | ||||||