Position in MA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,758,524
+$235,422 QoQ
Shares Held
7,318
+3.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#1,324
of 3,560 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, 2026Keebeck Wealth Management holds $10,137,972 across 5 Credit Services names. MA ranks #2 (37.1% 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 | $3,758,524 | 7,318 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $3,523,102 | 7,051 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $4,452,864 | 7,800 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $6,282,506 | 11,045 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $6,224,047 | 11,076 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $6,050,696 | 11,039 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $5,871,255 | 11,150 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $5,528,091 | 11,195 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $4,118,228 | 9,335 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $4,658,708 | 9,674 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $4,236,523 | 9,933 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $3,938,512 | 9,948 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $3,813,043 | 9,695 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $3,058,095 | 8,415 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $2,597,890 | 7,471 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $2,002,890 | 7,044 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $2,012,446 | 6,379 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $1,904,120 | 5,328 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $1,681,976 | 4,681 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $944,994 | 2,718 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $1,178,144 | 3,227 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $825,679 | 2,319 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $749,930 | 2,101 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $692,910 | 2,049 | Shares | Other | 2020-11-02 | |
| 2020-06-30 | $556,211 | 1,881 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $233,588 | 967 | Shares | Other | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||