Position in MA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,631,172
+$48,930 QoQ
Shares Held
5,123
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,517
of 3,563 holders
Holding Since
Jun 2020
25 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, 2026Visionary Wealth Advisors holds $7,866,544 across 5 Credit Services names. MA ranks #2 (33.4% of the industry book) .
All Filings in MA
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,631,172 | 5,123 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,582,242 | 5,168 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,042,219 | 5,329 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,007,867 | 5,288 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,977,720 | 5,299 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,050,287 | 5,565 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,920,357 | 5,546 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,502,084 | 5,067 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,280,906 | 7,437 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,977,807 | 4,107 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,906,073 | 4,469 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,102,678 | 5,311 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,078,197 | 5,284 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,537,951 | 4,232 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,393,701 | 4,008 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,082,766 | 3,808 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,371,391 | 4,347 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,625,721 | 4,549 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $969,804 | 2,699 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $939,779 | 2,703 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $606,049 | 1,660 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $598,876 | 1,682 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $624,288 | 1,749 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $246,187 | 728 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $237,447 | 803 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||