Position in MA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,704
+$210 QoQ
Shares Held
15
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3,521
of 3,563 holders
Holding Since
Mar 2020
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026CBIZ Investment Advisory Services, LLC holds $68,667 across 4 Credit Services names. MA ranks #3 (11.2% of the industry book) .
All Filings in MA
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,704 | 15 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $7,494 | 15 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $182,681 | 320 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $189,413 | 333 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $179,820 | 320 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $176,927 | 336 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $165,423 | 335 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $119,113 | 270 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $130,023 | 270 | Shares | Sole | 2024-05-13 | |
| 2020-03-31 | $16,184 | 67 | Principal | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||