Position in MA
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$89,880
+$2,440 QoQ
Shares Held
175
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#3,368
of 3,555 holders
Holding Since
Dec 2022
14 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, 2026Glass Jacobson Investment Advisors llc holds $559,379 across 5 Credit Services names. MA ranks #3 (16.1% of the industry book) .
All Filings in MA
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $89,880 | 175 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $87,440 | 175 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $79,352 | 139 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $79,064 | 139 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $78,109 | 139 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $363,403 | 663 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $349,115 | 663 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $308,131 | 624 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $275,283 | 624 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $300,499 | 624 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $266,142 | 624 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $209,436 | 529 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $208,055 | 529 | Shares | Sole | 2023-07-25 | |
| 2022-12-31 | $174,560 | 502 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||