Position in MA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$6,097,459
+$339,877 QoQ
Shares Held
11,872
+3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,096
of 3,563 holders
Holding Since
Dec 2022
15 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, 2026Cyndeo Wealth Partners, LLC holds $27,869,340 across 4 Credit Services names. MA ranks #3 (21.9% of the industry book) .
All Filings in MA
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,097,459 | 11,872 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $5,757,582 | 11,523 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $5,970,263 | 10,458 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $6,625,498 | 11,648 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $6,565,706 | 11,684 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $6,011,780 | 10,968 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $5,210,936 | 9,896 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $4,805,661 | 9,732 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $3,602,953 | 8,167 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,761,061 | 7,810 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $2,218,278 | 5,201 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $654,043 | 1,652 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $437,742 | 1,113 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $412,470 | 1,135 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $400,584 | 1,152 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||