Thrive Wealth Management, LLC

Position in MA — Mastercard Inc

CIK 1847610 AUDUBON, PA

Position in MA

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$1,824,307

+$141,453 QoQ

Shares Held

3,552

+5.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.88%

of 13F equity value

Holder Rank

#1,684

of 3,563 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Thrive Wealth Management, LLC holds $5,652,047 across 4 Credit Services names. MA ranks #2 (32.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	8,230	$2,823,630
2	MA	Mastercard Inc This page	3,552	$1,824,307
3	AXP	American Express Co	1,943	$657,219
4	SOFI	SoFi Technologies, Inc.	19,347	$346,891

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,824,307	3,552	+5.5%	Shares	Sole	2026-07-07
2026-03-31	$1,682,854	3,368	-2.4%	Shares	Sole	2026-04-09
2025-12-31	$1,970,677	3,452	-1.4%	Shares	Sole	2026-01-12
2025-09-30	$1,991,403	3,501	+3.2%	Shares	Sole	2025-10-07
2025-06-30	$1,906,662	3,393	-1.1%	Shares	Sole	2025-07-09
2025-03-31	$1,880,599	3,431	-8.7%	Shares	Sole	2025-04-10
2024-12-31	$1,978,323	3,757	-0.2%	Shares	Sole	2025-01-16
2024-09-30	$1,859,157	3,765	-0.6%	Shares	Sole	2024-10-04
2024-06-30	$1,670,231	3,786	-0.5%	Shares	Sole	2024-07-12
2024-03-31	$1,832,373	3,805	-3.5%	Shares	Sole	2024-04-16
2023-12-31	$1,682,155	3,944	-1.6%	Shares	Sole	2024-01-10
2023-09-30	$1,586,411	4,007	+8.9%	Shares	Sole	2023-10-13
2023-06-30	$1,446,950	3,679	+0.2%	Shares	Sole	2023-07-12
2023-03-31	$1,333,714	3,670	+12.3%	Shares	Sole	2023-04-07
2022-12-31	$1,136,033	3,267	+9.5%	Shares	Sole	2023-01-25
2022-09-30	$848,186	2,983	+31.4%	Shares	Sole	2022-10-24
2022-06-30	$716,455	2,271	+5.6%	Shares	Sole	2022-07-11
2022-03-31	$768,367	2,150	+14.7%	Shares	Sole	2022-05-02
2021-12-31	$673,725	1,875	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.