Position in MA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$122,236
+$3,317 QoQ
Shares Held
238
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#3,342
of 3,563 holders
Holding Since
Mar 2020
26 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, 2026BELLEVUE ASSET MANAGEMENT, LLC holds $731,878 across 4 Credit Services names. MA ranks #2 (16.7% of the industry book) .
All Filings in MA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $122,236 | 238 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $118,919 | 238 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $135,869 | 238 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $135,376 | 238 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $133,741 | 238 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $130,452 | 238 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $125,323 | 238 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $117,524 | 238 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $154,406 | 350 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $168,549 | 350 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $149,278 | 350 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $138,568 | 350 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $137,655 | 350 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $127,193 | 350 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $121,705 | 350 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $99,519 | 350 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $110,418 | 350 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $125,083 | 350 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $125,762 | 350 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $225,992 | 650 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $237,308 | 650 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $231,432 | 650 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $232,011 | 650 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $253,627 | 750 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $221,775 | 750 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $181,170 | 750 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||