Position in MA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,179,718
-$130,210 QoQ
Shares Held
4,244
-8.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,599
of 3,563 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, 2026WEALTH ALLIANCE, LLC holds $8,485,740 across 5 Credit Services names. MA ranks #2 (25.7% of the industry book) .
All Filings in MA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,179,718 | 4,244 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $2,309,928 | 4,623 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $2,530,711 | 4,433 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,536,323 | 4,459 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $2,548,959 | 4,536 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $2,501,619 | 4,564 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $2,449,603 | 4,652 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $2,250,740 | 4,558 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $1,990,955 | 4,513 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $2,208,961 | 4,587 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $2,024,216 | 4,746 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $1,897,200 | 4,792 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,876,041 | 4,770 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $1,716,748 | 4,724 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $1,583,214 | 4,553 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,265,880 | 4,452 | Shares | Defined | 2022-11-14 | |
| 2022-03-31 | $1,584,264 | 4,433 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $1,116,407 | 3,107 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,065,986 | 3,066 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,230,718 | 3,371 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,012,606 | 2,844 | Shares | Defined | 2021-05-18 | |
| 2020-12-31 | $1,166,478 | 3,268 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $1,269,152 | 3,753 | Shares | Defined | 2020-12-01 | |
| 2020-06-30 | $1,237,208 | 4,184 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $887,974 | 3,676 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||