Position in MA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$373,900
+$41,127 QoQ
Shares Held
728
+9.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#2,790
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, 2026Rooted Wealth Advisors, Inc. holds $1,424,022 across 4 Credit Services names. MA ranks #2 (26.3% 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 | $373,900 | 728 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $332,773 | 666 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $286,010 | 501 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $280,992 | 494 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $268,045 | 477 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $261,453 | 477 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $252,227 | 479 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $240,480 | 487 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $224,109 | 508 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $240,303 | 499 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $236,286 | 554 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $240,713 | 608 | Shares | Sole | 2023-11-21 | |
| 2023-06-30 | $223,787 | 569 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $216,592 | 596 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $202,726 | 583 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||