Position in MA
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,095,508
+$141,658 QoQ
Shares Held
2,133
+11.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,988
of 3,563 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Bison Wealth, LLC holds $4,685,836 across 4 Credit Services names. MA ranks #3 (23.4% of the industry book) .
All Filings in MA
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,095,508 | 2,133 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $953,850 | 1,909 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,142,901 | 2,002 | Shares | Sole | 2026-03-24 | |
| 2025-09-30 | $1,443,639 | 2,538 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,125,565 | 2,003 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $878,088 | 1,602 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $419,676 | 797 | Shares | Sole | 2025-02-25 | |
| No filing history on record for this holder in this stock. | ||||||