Position in MA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,136
+$140 QoQ
Shares Held
10
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3,522
of 3,555 holders
Holding Since
Mar 2022
11 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, 2026IAG Wealth Partners, LLC holds $254,110 across 6 Credit Services names. MA ranks #6 (2.0% of the industry book) .
All Filings in MA
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,136 | 10 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,996 | 10 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $5,708 | 10 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $5,688 | 10 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,619 | 10 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,481 | 10 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $5,265 | 10 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $7,940 | 18 | Shares | Sole | 2024-07-16 | |
| 2022-09-30 | $284 | 1 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $630 | 2 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $9,649 | 27 | Shares | Sole | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||