Position in MA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$993,302
-$128,934 QoQ
Shares Held
1,934
-13.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#2,062
of 3,563 holders
Holding Since
Sep 2020
24 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, 2026Stokes Family Office, LLC holds $6,110,752 across 4 Credit Services names. MA ranks #3 (16.3% of the industry book) .
All Filings in MA
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $993,302 | 1,934 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,122,236 | 2,246 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,795,417 | 3,145 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,202,464 | 2,114 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $826,051 | 1,470 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $798,062 | 1,456 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $766,685 | 1,456 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $790,080 | 1,600 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $705,856 | 1,600 | Shares | Sole | 2024-07-05 | |
| 2024-03-31 | $677,568 | 1,407 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $590,289 | 1,384 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,648,965 | 4,165 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $1,595,224 | 4,056 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $1,514,692 | 4,168 | Shares | Other | 2023-05-08 | |
| 2022-12-31 | $1,165,938 | 3,353 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $1,140,203 | 4,010 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $1,063,798 | 3,372 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $951,702 | 2,663 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $901,174 | 2,508 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $225,296 | 648 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $311,056 | 852 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $228,940 | 643 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $244,860 | 686 | Shares | Other | 2021-02-10 | |
| 2020-09-30 | $229,955 | 680 | Shares | Other | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||