Position in MA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$551,092
+$35,443 QoQ
Shares Held
1,073
+4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#2,505
of 3,563 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Crown Wealth Group, LLC holds $2,465,997 across 4 Credit Services names. MA ranks #2 (22.3% of the industry book) .
All Filings in MA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $551,092 | 1,073 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $515,649 | 1,032 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $440,148 | 771 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $477,800 | 840 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $452,361 | 805 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $454,939 | 830 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $414,410 | 787 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $370,350 | 750 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $336,605 | 763 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $361,659 | 751 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $228,182 | 535 | Shares | Sole | 2024-01-23 | |
| No filing history on record for this holder in this stock. | ||||||