Position in MA
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$3,079,545
-$360,614 QoQ
Shares Held
5,996
-12.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#1,428
of 3,555 holders
Holding Since
Sep 2021
20 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, 2026Everhart Financial Group, Inc. holds $10,720,878 across 5 Credit Services names. MA ranks #2 (28.7% of the industry book) .
All Filings in MA
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,079,545 | 5,996 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $3,440,159 | 6,885 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $3,414,433 | 5,981 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $3,401,483 | 5,980 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,239,022 | 5,764 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,024,526 | 5,518 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,449,077 | 4,651 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,161,362 | 4,377 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,639,791 | 3,717 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,596,404 | 3,315 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,222,377 | 2,866 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,026,198 | 2,592 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $958,078 | 2,436 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $776,970 | 2,138 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $629,739 | 1,811 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $301,969 | 1,062 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $587,739 | 1,863 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $611,477 | 1,711 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $440,885 | 1,227 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $289,269 | 832 | Shares | Sole | 2021-10-13 | |
| No filing history on record for this holder in this stock. | ||||||