Position in MA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$212,630
+$187,268 QoQ
Shares Held
414
+452.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#3,237
of 3,563 holders
Holding Since
Sep 2020
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $1,992,212 across 3 Credit Services names. MA ranks #3 (10.7% of the industry book) .
All Filings in MA
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,630 | 414 | Shares | Sole | 2026-08-04 | |
| 2020-09-30 | $25,362 | 75 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||