Position in MA
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$394,958
+$93,164 QoQ
Shares Held
769
+27.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,760
of 3,563 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 38%
Shared 0%
None 62%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Falcon Wealth Planning holds $2,511,762 across 4 Credit Services names. MA ranks #3 (15.7% of the industry book) .
All Filings in MA
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $394,958 | 769 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $301,794 | 604 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $449,853 | 788 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $354,368 | 623 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $336,602 | 599 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $257,616 | 470 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $219,579 | 417 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $223,691 | 453 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||