Position in MA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,009,737
+$79,870 QoQ
Shares Held
1,966
+5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
#2,048
of 3,563 holders
Holding Since
Dec 2024
7 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, 2026Whelan Financial holds $5,519,539 across 4 Credit Services names. MA ranks #4 (18.3% of the industry book) .
All Filings in MA
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,009,737 | 1,966 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $929,867 | 1,861 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $994,472 | 1,742 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $944,793 | 1,661 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $747,380 | 1,330 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $556,889 | 1,016 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $244,328 | 464 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||