Position in MA
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,757,539
+$230,079 QoQ
Shares Held
3,422
+11.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#1,697
of 3,560 holders
Holding Since
Dec 2021
19 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, 2026Advisory Resource Group holds $4,589,620 across 3 Credit Services names. MA ranks #2 (38.3% of the industry book) .
All Filings in MA
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,757,539 | 3,422 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,527,460 | 3,057 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,733,762 | 3,037 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,431,694 | 2,517 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,291,900 | 2,299 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,237,106 | 2,257 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,191,627 | 2,263 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,123,888 | 2,276 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $991,286 | 2,247 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $996,368 | 2,069 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $859,844 | 2,016 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $790,632 | 1,997 | Shares | Sole | 2023-12-05 | |
| 2023-06-30 | $755,529 | 1,921 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $664,676 | 1,829 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $592,184 | 1,703 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $449,825 | 1,582 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $466,594 | 1,479 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $466,023 | 1,304 | Shares | Sole | 2022-04-06 | |
| 2021-12-31 | $421,482 | 1,173 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||