Position in MA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$7,190
+$3,193 QoQ
Shares Held
14
+75.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#3,523
of 3,563 holders
Holding Since
Mar 2025
5 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, 2026Morton Brown Family Wealth, LLC holds $20,649 across 5 Credit Services names. MA ranks #2 (34.8% of the industry book) .
All Filings in MA
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,190 | 14 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,997 | 8 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $4,567 | 8 | Shares | Sole | 2026-01-28 | |
| 2025-06-30 | $4,495 | 8 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $4,384 | 8 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||