Position in MA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$18,537,878
-$1,242,162 QoQ
Shares Held
36,094
-8.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#675
of 3,563 holders
Holding Since
Jun 2022
17 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, 2026WCG Wealth Advisors LLC holds $53,749,312 across 4 Credit Services names. MA ranks #2 (34.5% of the industry book) .
All Filings in MA
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,537,878 | 36,094 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $19,780,040 | 39,587 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $23,257,651 | 40,740 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $17,727,532 | 31,166 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $7,904,809 | 14,067 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,033,475 | 12,832 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,965,994 | 13,229 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $6,330,022 | 12,819 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,776,107 | 13,093 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,823,144 | 12,092 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $7,328,721 | 17,183 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $6,960,889 | 17,582 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,850,962 | 12,334 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,676,723 | 12,869 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,213,863 | 14,994 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,777,456 | 13,285 | Shares | Sole | 2022-11-14 | |
| 2022-09-30 | $295,713 | 1,040 | Principal | Sole | 2022-11-14 | |
| 2022-06-30 | $3,921,100 | 12,429 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||