Position in MA
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$360,547
+$4,790 QoQ
Shares Held
702
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#2,814
of 3,563 holders
Holding Since
Dec 2020
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, 2026Alta Wealth Advisors LLC holds $1,878,653 across 3 Credit Services names. MA ranks #3 (19.2% 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 | $360,547 | 702 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $355,757 | 712 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $435,010 | 762 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $307,157 | 540 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $303,447 | 540 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $295,984 | 540 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $274,342 | 521 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $257,269 | 521 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $234,697 | 532 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $256,195 | 532 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $200,886 | 471 | Shares | Sole | 2024-02-12 | |
| 2020-12-31 | $1,201,460 | 3,366 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||