Position in MA
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$3,941,880
+$54,526 QoQ
Shares Held
7,675
-1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.34%
of 13F equity value
Holder Rank
#1,285
of 3,560 holders
Holding Since
Sep 2021
20 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, 2026San Luis Wealth Advisors LLC holds $11,242,205 across 4 Credit Services names. MA ranks #2 (35.1% of the industry book) .
All Filings in MA
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,941,880 | 7,675 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $3,887,354 | 7,780 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $4,493,967 | 7,872 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $4,454,351 | 7,831 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $3,662,162 | 6,517 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,092,263 | 7,466 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $5,626,927 | 10,686 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $4,583,451 | 9,282 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $3,781,182 | 8,571 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $4,013,885 | 8,335 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $3,440,656 | 8,067 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $2,681,498 | 6,773 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $2,595,386 | 6,599 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $2,404,320 | 6,616 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,944,853 | 5,593 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,835,130 | 6,454 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,510,518 | 4,788 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $236,585 | 662 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $238,947 | 665 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $548,639 | 1,578 | Shares | Sole | 2021-11-09 | |
| No filing history on record for this holder in this stock. | ||||||