Position in MA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,788,827
+$657,458 QoQ
Shares Held
7,377
+17.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.41%
of 13F equity value
Holder Rank
#1,318
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, 2026Resurgent Financial Advisors LLC holds $11,052,513 across 4 Credit Services names. MA ranks #2 (34.3% 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 | $3,788,827 | 7,377 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,131,369 | 6,267 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $911,124 | 1,596 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $908,389 | 1,597 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $886,741 | 1,578 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $886,858 | 1,618 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $850,410 | 1,615 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $765,883 | 1,551 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $704,091 | 1,596 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $772,919 | 1,605 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $702,888 | 1,648 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $565,359 | 1,428 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $643,438 | 1,636 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $609,438 | 1,677 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $597,052 | 1,717 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $470,298 | 1,654 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $540,732 | 1,714 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $591,821 | 1,656 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $393,096 | 1,094 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||