Position in MA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$8,007,536
-$520,161 QoQ
Shares Held
15,591
-8.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#982
of 3,563 holders
Holding Since
Mar 2022
17 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, 2026WealthPlan Investment Management, LLC holds $16,509,040 across 4 Credit Services names. MA ranks #1 (48.5% of the industry book) .
All Filings in MA
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,007,536 | 15,591 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $8,527,697 | 17,067 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $9,022,187 | 15,804 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $11,900,642 | 20,922 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $12,201,965 | 21,714 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $10,495,401 | 19,148 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $10,044,849 | 19,076 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $9,296,772 | 18,827 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $6,502,698 | 14,740 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $6,929,310 | 14,389 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $6,122,124 | 14,354 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $5,697,540 | 14,391 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,362,553 | 6,007 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,107,727 | 14,055 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $8,608,751 | 24,757 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $7,477,004 | 26,296 | Shares | Sole | 2022-12-12 | |
| 2022-03-31 | $10,147,090 | 28,393 | Shares | Sole | 2022-09-07 | |
| No filing history on record for this holder in this stock. | ||||||