Hoxton Planning & Management, LLC

Position in MA — Mastercard Inc

CIK 1954782 SHEPHERDSTOWN, WV

Position in MA

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$849,494

+$37,047 QoQ

Shares Held

1,654

+1.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.81%

of 13F equity value

Holder Rank

#2,178

of 3,563 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Hoxton Planning & Management, LLC holds $2,580,256 across 5 Credit Services names. MA ranks #1 (32.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc This page	1,654	$849,494
2	V	Visa Inc.	1,905	$653,586
3	AXP	American Express Co	1,339	$452,916
4	COF	Capital One Financial Corp	2,250	$451,395
5	WU	Western Union CO	22,450	$172,865

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$849,494	1,654	+1.7%	Shares	Sole	2026-07-16
2026-03-31	$812,447	1,626	-2.5%	Shares	Sole	2026-04-20
2025-12-31	$951,656	1,667	+1.8%	Shares	Sole	2026-02-11
2025-09-30	$931,710	1,638	-2.5%	Shares	Sole	2025-10-27
2025-06-30	$944,059	1,680	-2.8%	Shares	Sole	2025-08-06
2025-03-31	$947,699	1,729	+4.2%	Shares	Sole	2025-05-08
2024-12-31	$874,106	1,660	+0.1%	Shares	Sole	2025-09-08
2024-09-30	$818,720	1,658	+2.0%	Shares	Sole	2024-10-08
2024-06-30	$717,326	1,626	-0.7%	Shares	Sole	2024-07-19
2024-03-31	$788,330	1,637	+1.4%	Shares	Sole	2024-04-12
2023-12-31	$688,813	1,615	-1.5%	Shares	Sole	2024-01-30
2023-09-30	$649,292	1,640	-5.0%	Shares	Sole	2023-10-27
2023-06-30	$679,229	1,727	-5.4%	Shares	Sole	2023-07-20
2023-03-31	$663,586	1,826	-2.5%	Shares	Sole	2023-05-15
2022-12-31	$651,298	1,873	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.