WFA of San Diego, LLC

Position in MA — Mastercard Inc

CIK 1821407 SAN DIEGO, CA

Position in MA

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$314,323

+$8,532 QoQ

Shares Held

612

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#2,908

of 3,563 holders

Holding Since

Jun 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WFA of San Diego, LLC holds $314,323 across 1 Credit Services name. MA ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MA	Mastercard Inc This page	612	$314,323

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$314,323	612	0.0%	Shares	Sole	2026-08-14
2026-03-31	$305,791	612	-7.6%	Shares	Sole	2026-05-11
2025-12-31	$377,922	662	0.0%	Shares	Sole	2026-02-17
2025-09-30	$376,552	662	0.0%	Shares	Sole	2026-02-17
2025-06-30	$372,004	662	0.0%	Shares	Sole	2025-08-15
2024-09-30	$326,895	662	0.0%	Shares	Sole	2024-11-13
2024-06-30	$292,047	662	0.0%	Shares	Sole	2024-08-14
2023-09-30	$262,092	662	-14.6%	Shares	Sole	2023-11-02
2023-06-30	$304,807	775	0.0%	Shares	Sole	2023-08-10
2023-03-31	$281,642	775	0.0%	Shares	Sole	2023-04-17
2022-12-31	$269,490	775	0.0%	Shares	Sole	2023-01-31
2022-09-30	$220,363	775	-2.0%	Shares	Sole	2022-10-18
2022-06-30	$249,544	791	-2.7%	Shares	Sole	2022-07-28
2022-03-31	$290,549	813	-20.1%	Shares	Sole	2022-04-25
2021-12-31	$365,787	1,018	+23.5%	Shares	Sole	2022-02-07
2021-09-30	$286,488	824	+4.2%	Shares	Sole	2021-10-25
2021-06-30	$288,786	791	+2.1%	Shares	Sole	2021-08-11
2021-03-31	$275,938	775	0.0%	Shares	Sole	2021-05-14
2020-12-31	$276,628	775	0.0%	Shares	Sole	2021-02-11
2020-09-30	$262,081	775	-83.1%	Shares	Sole	2020-11-06
2020-06-30	$1,359,924	4,599	—	Shares	Sole	2020-08-18
No filing history on record for this holder in this stock.