Position in MA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$587,558
+$54,421 QoQ
Shares Held
1,144
+7.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#2,453
of 3,563 holders
Holding Since
Jun 2021
17 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, 2026Cerro Pacific Wealth Advisors LLC holds $2,769,196 across 4 Credit Services names. MA ranks #3 (21.2% of the industry book) .
All Filings in MA
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $587,558 | 1,144 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $533,137 | 1,067 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $549,757 | 963 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $654,700 | 1,151 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $735,017 | 1,308 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $627,049 | 1,144 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $595,550 | 1,131 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $433,556 | 878 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $387,338 | 878 | Shares | Sole | 2024-08-09 | |
| 2023-03-31 | $328,886 | 905 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $624,870 | 1,797 | Shares | Other | 2023-01-19 | |
| 2022-09-30 | $528,872 | 1,860 | Shares | Other | 2022-10-12 | |
| 2022-06-30 | $554,298 | 1,757 | Shares | Other | 2022-07-18 | |
| 2022-03-31 | $855,210 | 2,393 | Shares | Other | 2022-04-13 | |
| 2021-12-31 | $831,107 | 2,313 | Shares | Other | 2022-01-19 | |
| 2021-09-30 | $750,293 | 2,158 | Shares | Other | 2021-11-09 | |
| 2021-06-30 | $531,205 | 1,455 | Shares | Other | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||