Position in MA
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$428,856
-$5,848 QoQ
Shares Held
835
-4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#2,695
of 3,563 holders
Holding Since
Dec 2020
21 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, 2026Altus Wealth Group LLC holds $3,148,640 across 3 Credit Services names. MA ranks #2 (13.6% of the industry book) .
All Filings in MA
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $428,856 | 835 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $434,704 | 870 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $486,389 | 852 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $498,846 | 877 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $497,316 | 885 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $486,182 | 887 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $463,381 | 880 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $431,581 | 874 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $396,602 | 899 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $412,705 | 857 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $386,844 | 907 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $359,090 | 907 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $399,592 | 1,016 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $351,054 | 966 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $731,276 | 2,103 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $429,353 | 1,510 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $476,374 | 1,510 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $547,506 | 1,532 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $542,573 | 1,510 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $524,996 | 1,510 | Shares | Sole | 2021-11-08 | |
| 2020-12-31 | $146,344 | 410 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||