Position in MA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,123,756
+$51,986 QoQ
Shares Held
2,188
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,967
of 3,563 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026FSM Wealth Advisors, LLC holds $4,330,670 across 4 Credit Services names. MA ranks #2 (25.9% 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 | $1,123,756 | 2,188 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,071,770 | 2,145 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,242,234 | 2,176 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,146,720 | 2,016 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $958,107 | 1,705 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $914,812 | 1,669 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $742,990 | 1,411 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $641,446 | 1,299 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $507,334 | 1,150 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $558,621 | 1,160 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $482,382 | 1,131 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $455,692 | 1,151 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $519,942 | 1,322 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $442,269 | 1,217 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $297,656 | 856 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $234,011 | 823 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $239,133 | 758 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||