Position in MA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,735,454
+$16,124 QoQ
Shares Held
3,379
-1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.60%
of 13F equity value
Holder Rank
#1,706
of 3,555 holders
Holding Since
Dec 2021
19 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, 2026Synergy Financial Group, LTD holds $2,863,169 across 5 Credit Services names. MA ranks #1 (60.6% of the industry book) .
All Filings in MA
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,735,454 | 3,379 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,719,330 | 3,441 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,914,731 | 3,354 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,932,816 | 3,398 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,944,874 | 3,461 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,918,420 | 3,500 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,828,777 | 3,473 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,818,665 | 3,683 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $1,578,029 | 3,577 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,824,668 | 3,789 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,614,340 | 3,785 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,559,093 | 3,938 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,548,028 | 3,936 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $1,076,783 | 2,963 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,029,628 | 2,961 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $923,820 | 3,249 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $983,351 | 3,117 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,105,733 | 3,094 | Shares | Sole | 2022-08-03 | |
| 2021-12-31 | $891,113 | 2,480 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||