Position in MA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$820,732
+$47,260 QoQ
Shares Held
1,598
+3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#2,203
of 3,563 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 53%
Shared 0%
None 47%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Paragon Private Wealth Management, LLC holds $7,502,380 across 4 Credit Services names. MA ranks #4 (10.9% 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 | $820,732 | 1,598 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $773,472 | 1,548 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $947,660 | 1,660 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $827,618 | 1,455 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $599,589 | 1,067 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $539,349 | 984 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $691,912 | 1,314 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $578,733 | 1,172 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $432,336 | 980 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $532,134 | 1,105 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $507,120 | 1,189 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $479,842 | 1,212 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $483,759 | 1,230 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $516,405 | 1,421 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $600,877 | 1,728 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $491,339 | 1,728 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $567,233 | 1,798 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $642,569 | 1,798 | Shares | Sole | 2022-06-13 | |
| 2021-12-31 | $608,328 | 1,693 | Shares | Sole | 2022-06-08 | |
| No filing history on record for this holder in this stock. | ||||||