Position in MA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$521,817
+$14,663 QoQ
Shares Held
1,016
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#2,561
of 3,563 holders
Holding Since
Sep 2023
12 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, 2026Walkner Condon Financial Advisors LLC holds $2,212,025 across 4 Credit Services names. MA ranks #2 (23.6% of the industry book) .
All Filings in MA
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $521,817 | 1,016 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $507,154 | 1,015 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $594,856 | 1,042 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $569,378 | 1,001 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $538,900 | 959 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $499,885 | 912 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $433,893 | 824 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $378,744 | 767 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $323,811 | 734 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $278,829 | 579 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $213,255 | 500 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $201,914 | 510 | Shares | Sole | 2023-10-19 | |
| No filing history on record for this holder in this stock. | ||||||