Position in MA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,767,297
+$38,974 QoQ
Shares Held
3,441
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#1,697
of 3,563 holders
Holding Since
Sep 2021
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, 202644 WEALTH MANAGEMENT LLC holds $6,468,812 across 5 Credit Services names. MA ranks #1 (27.3% 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 | $1,767,297 | 3,441 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,728,323 | 3,459 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,149,934 | 3,766 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,305,386 | 4,053 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,140,429 | 3,809 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $2,093,818 | 3,820 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,954,627 | 3,712 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,978,162 | 4,006 | Shares | Sole | 2024-10-25 | |
| 2023-06-30 | $1,640,847 | 4,172 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,509,241 | 4,153 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,440,297 | 4,142 | Shares | Sole | 2023-01-20 | |
| 2021-09-30 | $1,623,317 | 4,669 | Shares | Sole | 2021-10-20 | |
| No filing history on record for this holder in this stock. | ||||||