Position in MA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$211,603
-$32,231 QoQ
Shares Held
412
-15.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#3,252
of 3,575 holders
Holding Since
Dec 2024
7 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, 2026Beacon Financial Advisory LLC holds $3,861,955 across 4 Credit Services names. MA ranks #4 (5.5% of the industry book) .
All Filings in MA
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,603 | 412 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $243,834 | 488 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $289,436 | 507 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $342,992 | 603 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $315,248 | 561 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $256,520 | 468 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $218,526 | 415 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||