Position in MA
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$9,466,675
+$221,467 QoQ
Shares Held
18,432
-0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.27%
of 13F equity value
Holder Rank
#906
of 3,563 holders
Holding Since
Mar 2025
6 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, 2026Apella Capital, LLC holds $19,267,192 across 5 Credit Services names. MA ranks #1 (49.1% of the industry book) .
All Filings in MA
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,466,675 | 18,432 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $9,245,208 | 18,503 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $9,916,756 | 17,371 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $9,487,750 | 16,680 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $9,129,277 | 16,246 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $357,922 | 653 | Shares | Sole | 2025-04-10 | |
| No filing history on record for this holder in this stock. | ||||||