Position in MA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,444,139
+$140,429 QoQ
Shares Held
12,547
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,071
of 3,560 holders
Holding Since
Mar 2020
25 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, 2026Western Wealth Management, LLC holds $25,412,183 across 6 Credit Services names. MA ranks #2 (25.4% of the industry book) .
All Filings in MA
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,444,139 | 12,547 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,303,710 | 12,616 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $5,879,493 | 10,299 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $5,843,953 | 10,274 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $5,702,005 | 10,147 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,677,975 | 10,359 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $5,408,400 | 10,271 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $5,463,403 | 11,064 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,704,089 | 10,663 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $4,938,500 | 10,255 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $4,364,476 | 10,233 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $3,999,878 | 10,103 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,874,398 | 9,851 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $3,505,452 | 9,646 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $3,414,360 | 9,819 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $5,754,757 | 20,239 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $6,622,240 | 20,991 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $7,855,927 | 21,982 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,556,908 | 9,899 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $3,397,892 | 9,307 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $3,338,324 | 9,376 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,047,910 | 8,539 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $2,980,292 | 8,813 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $2,399,605 | 8,115 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $1,769,668 | 7,326 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||