Position in MA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$560,337
+$267,037 QoQ
Shares Held
1,091
+85.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#2,497
of 3,560 holders
Holding Since
Sep 2023
12 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, 2026JACKSON THORNTON WEALTH MANAGEMENT, LLC holds $2,737,900 across 6 Credit Services names. MA ranks #3 (20.5% of the industry book) .
All Filings in MA
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $560,337 | 1,091 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $293,300 | 587 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $505,798 | 886 | Shares | Other | 2026-01-22 | |
| 2025-09-30 | $579,616 | 1,019 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $373,128 | 664 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $342,026 | 624 | Shares | Other | 2025-04-29 | |
| 2024-12-31 | $296,984 | 564 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $266,651 | 540 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $239,549 | 543 | Shares | Other | 2024-11-07 | |
| 2024-03-31 | $262,937 | 546 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $232,874 | 546 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $220,917 | 558 | Shares | Other | 2023-11-07 | |
| No filing history on record for this holder in this stock. | ||||||