Position in MA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,215,691
-$67,935 QoQ
Shares Held
2,367
-7.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#1,922
of 3,563 holders
Holding Since
Sep 2020
15 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, 2026Fortis Group Advisors, LLC holds $6,217,558 across 4 Credit Services names. MA ranks #3 (19.6% 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,215,691 | 2,367 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,283,626 | 2,569 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,508,835 | 2,643 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,608,594 | 2,828 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,652,102 | 2,940 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,837,846 | 3,353 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,865,637 | 3,543 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,804,838 | 3,655 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $3,119,000 | 7,070 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $5,240,926 | 10,883 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,394,000 | 5,613 | Shares | Sole | 2024-03-04 | |
| 2023-09-30 | $2,221,450 | 5,611 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $2,123,426 | 5,399 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $2,036,913 | 5,605 | Shares | Sole | 2023-05-26 | |
| 2020-09-30 | $3,714,120 | 10,983 | Shares | Sole | 2020-11-17 | |
| No filing history on record for this holder in this stock. | ||||||