Position in MA
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$280,425
+$13,607 QoQ
Shares Held
546
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,981
of 3,563 holders
Holding Since
Mar 2024
10 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, 2026Allegheny Financial Group holds $2,783,154 across 4 Credit Services names. MA ranks #3 (10.1% of the industry book) .
All Filings in MA
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,425 | 546 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $266,818 | 534 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $367,075 | 643 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $308,863 | 543 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $358,517 | 638 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $334,901 | 611 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $379,656 | 721 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $461,209 | 934 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $270,431 | 613 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $209,001 | 434 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||