Position in MA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,163,304
+$308,886 QoQ
Shares Held
2,265
+32.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,939
of 3,560 holders
Holding Since
Dec 2021
10 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, 2026Performance Wealth Partners, LLC holds $22,901,542 across 5 Credit Services names. MA ranks #2 (5.1% of the industry book) .
All Filings in MA
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,163,304 | 2,265 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $854,418 | 1,710 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,088,097 | 1,906 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $879,949 | 1,547 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $586,103 | 1,043 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $462,065 | 843 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $449,164 | 853 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $443,432 | 898 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $214,403 | 486 | Shares | Sole | 2024-07-22 | |
| 2021-12-31 | $209,842 | 584 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||