Position in MA
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$207,494
+$7,630 QoQ
Shares Held
404
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#3,249
of 3,555 holders
Holding Since
Jun 2024
9 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, 2026Olistico Wealth, LLC holds $3,216,360 across 5 Credit Services names. MA ranks #3 (6.5% of the industry book) .
All Filings in MA
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,494 | 404 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $199,864 | 400 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $228,352 | 400 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $227,524 | 400 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $224,776 | 400 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $219,248 | 400 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $210,628 | 400 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $197,520 | 400 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $176,464 | 400 | Shares | Sole | 2024-07-09 | |
| No filing history on record for this holder in this stock. | ||||||