Position in MA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$228,038
-$93,953 QoQ
Shares Held
444
-22.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#3,180
of 3,563 holders
Holding Since
Mar 2021
18 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, 20261900 WEALTH MANAGEMENT LLC holds $2,980,173 across 4 Credit Services names. MA ranks #4 (7.7% of the industry book) .
All Filings in MA
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,038 | 444 | Shares | Sole | 2026-08-04 | |
| 2025-06-30 | $321,991 | 573 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $324,487 | 592 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $309,623 | 588 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $261,220 | 529 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $232,932 | 528 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $247,045 | 513 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $364,666 | 855 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $574,465 | 1,451 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $270,197 | 687 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $224,587 | 618 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $214,897 | 618 | Shares | Sole | 2023-02-06 | |
| 2022-06-30 | $205,692 | 652 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $251,238 | 703 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $252,601 | 703 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $207,564 | 597 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $217,958 | 597 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $212,561 | 597 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||