Position in MA
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,309,145
+$217,070 QoQ
Shares Held
4,496
+7.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#1,578
of 3,563 holders
Holding Since
Dec 2020
12 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, 2026Lebenthal Global Advisors, LLC holds $8,372,859 across 4 Credit Services names. MA ranks #3 (27.6% of the industry book) .
All Filings in MA
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,309,145 | 4,496 | Shares | Defined | 2026-07-30 | |
| 2026-03-31 | $2,092,075 | 4,187 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,752,601 | 3,070 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $1,507,915 | 2,651 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $1,268,860 | 2,258 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $963,594 | 1,758 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $887,796 | 1,686 | Shares | Defined | 2025-01-22 | |
| 2024-09-30 | $754,032 | 1,527 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $561,154 | 1,272 | Shares | Defined | 2024-07-24 | |
| 2024-03-31 | $541,766 | 1,125 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $421,818 | 989 | Shares | Defined | 2024-02-07 | |
| 2020-12-31 | $87,450 | 245 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||