Position in MA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$630,700
+$24,113 QoQ
Shares Held
1,228
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,415
of 3,563 holders
Holding Since
Dec 2021
19 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, 2026Forum Financial Management, LP holds $4,306,427 across 5 Credit Services names. MA ranks #4 (14.6% 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 | $630,700 | 1,228 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $606,587 | 1,214 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,906,920 | 5,092 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,033,463 | 5,333 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $2,722,599 | 4,845 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,437,489 | 4,447 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,266,357 | 4,304 | Shares | Sole | 2025-02-20 | |
| 2024-09-30 | $1,920,882 | 3,890 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,690,083 | 3,831 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,790,477 | 3,718 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,584,911 | 3,716 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,336,988 | 3,377 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,275,865 | 3,244 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,169,089 | 3,217 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $1,225,052 | 3,523 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,011,966 | 3,559 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,357,510 | 4,303 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,206,157 | 3,375 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,205,877 | 3,356 | Shares | Sole | 2022-02-18 | |
| No filing history on record for this holder in this stock. | ||||||