Position in MA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$205,440
+$5,576 QoQ
Shares Held
400
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#3,262
of 3,555 holders
Holding Since
Mar 2025
6 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, 2026CONSULTIVA WEALTH MANAGEMENT, CORP. holds $1,084,682 across 5 Credit Services names. MA ranks #2 (18.9% of the industry book) .
All Filings in MA
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,440 | 400 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $199,864 | 400 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $228,352 | 400 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $227,524 | 400 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $224,776 | 400 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $219,248 | 400 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||