Position in MA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$449,913
+$6,215 QoQ
Shares Held
876
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#2,661
of 3,563 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, 2026CONSILIO WEALTH ADVISORS, LLC holds $1,646,807 across 4 Credit Services names. MA ranks #2 (27.3% of the industry book) .
All Filings in MA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $449,913 | 876 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $443,698 | 888 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $534,914 | 937 | Shares | Sole | 2026-03-20 | |
| 2025-09-30 | $560,277 | 985 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $545,081 | 970 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $685,150 | 1,250 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $832,507 | 1,581 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $941,676 | 1,907 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $801,587 | 1,817 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $864,418 | 1,795 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $736,582 | 1,727 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $644,145 | 1,627 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $626,133 | 1,592 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $577,095 | 1,588 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $543,501 | 1,563 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $347,179 | 1,221 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $332,200 | 1,053 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $369,530 | 1,034 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $371,536 | 1,034 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||