Position in MA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$217,252
-$196,065 QoQ
Shares Held
423
-41.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#3,217
of 3,560 holders
Holding Since
Sep 2025
3 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, 2026Caerus Investment Advisors, LLC holds $2,478,628 across 6 Credit Services names. MA ranks #6 (8.8% of the industry book) .
All Filings in MA
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,252 | 423 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $413,317 | 724 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $776,994 | 1,366 | Shares | Sole | 2025-11-20 | |
| No filing history on record for this holder in this stock. | ||||||