Position in MA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$994,329
-$494 QoQ
Shares Held
1,936
-2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,061
of 3,563 holders
Holding Since
Mar 2022
13 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, 2026Occidental Asset Management, LLC holds $8,945,278 across 4 Credit Services names. MA ranks #2 (11.1% of the industry book) .
All Filings in MA
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $994,329 | 1,936 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $994,823 | 1,991 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $965,928 | 1,692 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $970,958 | 1,707 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $919,333 | 1,636 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $876,443 | 1,599 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $582,912 | 1,107 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $394,546 | 799 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $347,192 | 787 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $287,978 | 598 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $216,667 | 508 | Shares | Sole | 2024-01-19 | |
| 2023-06-30 | $200,976 | 511 | Shares | Sole | 2023-07-12 | |
| 2022-03-31 | $222,290 | 622 | Shares | Sole | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||