Position in MA
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$239,337
+$2,499 QoQ
Shares Held
466
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#3,134
of 3,563 holders
Holding Since
Jun 2024
9 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, 2026Heartwood Wealth Advisors LLC holds $2,169,908 across 4 Credit Services names. MA ranks #4 (11.0% of the industry book) .
All Filings in MA
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,337 | 466 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $236,838 | 474 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $261,463 | 458 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $274,735 | 483 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $271,417 | 483 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $271,867 | 496 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $258,545 | 491 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $240,974 | 488 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $215,286 | 488 | Shares | Sole | 2024-07-09 | |
| No filing history on record for this holder in this stock. | ||||||