Position in MA
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$3,826,833
+$478,112 QoQ
Shares Held
7,451
+11.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.22%
of 13F equity value
Holder Rank
#1,308
of 3,560 holders
Holding Since
Jun 2023
13 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, 2026Fortune Financial Advisors, LLC holds $9,111,533 across 4 Credit Services names. MA ranks #1 (42.0% of the industry book) .
All Filings in MA
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,826,833 | 7,451 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $3,348,721 | 6,702 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,753,536 | 6,575 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,725,705 | 6,550 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,606,530 | 6,418 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $3,460,829 | 6,314 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,290,535 | 6,249 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $3,073,411 | 6,224 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,380,167 | 7,662 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,717,720 | 7,720 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $3,349,383 | 7,853 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $2,974,867 | 7,514 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $2,986,720 | 7,594 | Shares | Sole | 2023-08-07 | |
| No filing history on record for this holder in this stock. | ||||||