Position in MA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$623,510
-$96,000 QoQ
Shares Held
1,214
-15.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,426
of 3,563 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Colonial Trust Co / SC holds $11,749,661 across 6 Credit Services names. MA ranks #3 (5.3% of the industry book) .
All Filings in MA
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $623,510 | 1,214 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $719,510 | 1,440 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $797,519 | 1,397 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $765,049 | 1,345 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $731,645 | 1,302 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $727,355 | 1,327 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $759,840 | 1,443 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $637,002 | 1,290 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $338,810 | 768 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $364,548 | 757 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $328,839 | 771 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $312,768 | 790 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $296,941 | 755 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $245,301 | 675 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $210,028 | 604 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $171,741 | 604 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||