Position in MA
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$611,084
-$84,247 QoQ
Shares Held
1,223
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
15 quarters on record
Voting authority
Sole 34%
Shared 0%
None 66%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Charter Oak Capital Management, LLC holds $1,667,919 across 3 Credit Services names. MA ranks #2 (36.6% of the industry book) .
All Filings in MA
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $611,084 | 1,223 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $695,331 | 1,218 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $748,553 | 1,316 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $947,992 | 1,687 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $610,605 | 1,114 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $528,676 | 1,004 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $483,430 | 979 | Shares | Sole | 2024-10-30 | |
| 2024-03-31 | $457,491 | 950 | Shares | Sole | 2024-04-23 | |
| 2022-06-30 | $123,983 | 393 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $140,450 | 393 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $119,653 | 333 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $115,777 | 333 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $121,574 | 333 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $118,564 | 333 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $118,861 | 333 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||