Position in MA
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$220,848
+$9,623 QoQ
Shares Held
430
+16.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#3,207
of 3,563 holders
Holding Since
Mar 2020
22 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, 2026ALTERNA WEALTH MANAGEMENT, INC holds $673,427 across 3 Credit Services names. MA ranks #2 (32.8% of the industry book) .
All Filings in MA
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,848 | 430 | Shares | Sole | 2026-07-16 | |
| 2025-12-31 | $211,225 | 370 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $210,459 | 370 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $350,650 | 624 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $826,016 | 1,507 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $729,299 | 1,385 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $683,913 | 1,385 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $597,330 | 1,354 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $652,045 | 1,354 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $577,494 | 1,354 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $536,062 | 1,354 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $532,528 | 1,354 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $492,057 | 1,354 | Shares | Sole | 2023-05-26 | |
| 2022-12-31 | $436,748 | 1,256 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $354,287 | 1,246 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $376,052 | 1,192 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $425,996 | 1,192 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $428,309 | 1,192 | Shares | Sole | 2022-02-10 | |
| 2020-12-31 | $523,630 | 1,467 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $398,026 | 1,177 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $604,410 | 2,044 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $493,748 | 2,044 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||