Position in MA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,896,190
+$74,111 QoQ
Shares Held
5,639
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.51%
of 13F equity value
Holder Rank
#1,461
of 3,563 holders
Holding Since
Jun 2021
14 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, 2026TriaGen Wealth Management LLC holds $7,767,938 across 3 Credit Services names. MA ranks #2 (37.3% of the industry book) .
All Filings in MA
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,896,190 | 5,639 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,822,079 | 5,648 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $3,380,180 | 5,921 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,386,125 | 5,953 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,391,054 | 4,255 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,405,150 | 4,388 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,335,864 | 4,436 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $4,115,823 | 8,335 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,984,337 | 4,498 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $2,170,917 | 4,508 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,925,692 | 4,515 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,839,397 | 4,646 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,840,644 | 4,680 | Shares | Sole | 2023-08-08 | |
| 2021-06-30 | $202,990 | 556 | Shares | Sole | 2021-08-02 | |
| No filing history on record for this holder in this stock. | ||||||