Position in MA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,747,780
-$152,426 QoQ
Shares Held
3,403
-10.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,706
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, 2026Ethos Financial Group, LLC holds $16,508,143 across 5 Credit Services names. MA ranks #3 (10.6% 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 | $1,747,780 | 3,403 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,900,206 | 3,803 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,161,351 | 3,786 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,899,256 | 3,339 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,870,136 | 3,328 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,739,732 | 3,174 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,398,569 | 2,656 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,327,334 | 2,688 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,231,718 | 2,792 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,293,015 | 2,685 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,109,779 | 2,602 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $776,775 | 1,962 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $619,840 | 1,576 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $572,734 | 1,576 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $548,022 | 1,576 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||