Position in MA
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,067,260
+$28,967 QoQ
Shares Held
2,078
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#2,003
of 3,555 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, 2026Forza Wealth Management, LLC holds $2,185,464 across 4 Credit Services names. MA ranks #1 (48.8% 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 | $1,067,260 | 2,078 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,038,293 | 2,078 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,170,304 | 2,050 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,102,353 | 1,938 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,060,942 | 1,888 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,079,248 | 1,969 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,034,183 | 1,964 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $960,441 | 1,945 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $769,824 | 1,745 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $840,339 | 1,745 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $759,187 | 1,780 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,247,116 | 3,150 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,238,895 | 3,150 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,122,936 | 3,090 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $657,209 | 1,890 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||