Position in MA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$6,844,233
+$519,537 QoQ
Shares Held
13,326
+5.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.11%
of 13F equity value
Holder Rank
#1,044
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, 2026S.E.E.D. Planning Group LLC holds $11,895,168 across 3 Credit Services names. MA ranks #1 (57.5% 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 | $6,844,233 | 13,326 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $6,324,696 | 12,658 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $6,384,151 | 11,183 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $6,431,534 | 11,307 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $6,562,897 | 11,679 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $6,461,238 | 11,788 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $6,849,095 | 13,007 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $6,902,830 | 13,979 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $5,941,984 | 13,469 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $5,515,421 | 11,453 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $4,999,976 | 11,723 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $4,714,100 | 11,907 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $4,927,262 | 12,528 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $4,207,197 | 11,577 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $3,828,855 | 11,011 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $2,799,327 | 9,845 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $2,881,909 | 9,135 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $2,657,120 | 7,435 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $2,160,950 | 6,014 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $1,835,750 | 5,280 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $2,065,679 | 5,658 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $2,083,604 | 5,852 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $2,245,866 | 6,292 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $2,607,967 | 7,712 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $2,431,836 | 8,224 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $1,785,128 | 7,390 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||