Position in MA
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$3,285,499
+$132,145 QoQ
Shares Held
6,397
+1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,398
of 3,563 holders
Holding Since
Mar 2020
16 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, 2026Great Lakes Retirement, Inc. holds $15,134,327 across 4 Credit Services names. MA ranks #3 (21.7% of the industry book) .
All Filings in MA
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,285,499 | 6,397 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $3,153,354 | 6,311 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,630,796 | 6,360 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,519,796 | 6,188 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,324,437 | 5,916 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,154,978 | 5,756 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,958,796 | 5,619 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,778,612 | 5,627 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $2,438,291 | 5,527 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,399,181 | 4,982 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,098,002 | 4,919 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,909,078 | 4,822 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,628,655 | 4,141 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,480,532 | 4,074 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $996,941 | 2,867 | Shares | Sole | 2023-03-07 | |
| 2020-03-31 | $660,425 | 2,734 | Shares | Sole | 2020-06-04 | |
| No filing history on record for this holder in this stock. | ||||||