Position in MA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$33,897
+$920 QoQ
Shares Held
66
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#3,456
of 3,563 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Dynamic Wealth Strategies, LLC holds $655,868 across 5 Credit Services names. MA ranks #3 (5.2% of the industry book) .
All Filings in MA
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,897 | 66 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $32,977 | 66 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $37,678 | 66 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $37,541 | 66 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $37,088 | 66 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $36,175 | 66 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $34,566 | 70 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $30,881 | 70 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $51,527 | 107 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $48,622 | 114 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||