Position in MA
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$255,259
-$29,082 QoQ
Shares Held
497
-1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#3,066
of 3,563 holders
Holding Since
Jun 2021
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Fermata Advisors, LLC holds $1,237,293 across 3 Credit Services names. MA ranks #3 (20.6% of the industry book) .
All Filings in MA
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,259 | 497 | Shares | Sole | 2026-07-07 | |
| 2025-06-30 | $284,341 | 506 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $953,180 | 1,739 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $818,289 | 1,554 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $342,697 | 694 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $292,489 | 663 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $245,119 | 509 | Shares | Sole | 2024-04-12 | |
| 2021-09-30 | $204,783 | 589 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $215,403 | 590 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||