Position in MA
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$465,835
+$43,623 QoQ
Shares Held
907
+7.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#2,639
of 3,563 holders
Holding Since
Sep 2022
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, 2026Tempus Wealth Planning, LLC holds $2,379,903 across 3 Credit Services names. MA ranks #2 (19.6% 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 | $465,835 | 907 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $422,212 | 845 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $458,416 | 803 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $437,983 | 770 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $465,848 | 829 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $453,295 | 827 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $442,845 | 841 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $388,126 | 786 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $319,399 | 724 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $317,354 | 659 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $258,891 | 607 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $237,150 | 599 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $221,427 | 563 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $264,562 | 728 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $307,393 | 884 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $394,948 | 1,389 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||