Position in MA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$12,326
+$335 QoQ
Shares Held
24
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#3,505
of 3,560 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, 2026New England Capital Financial Advisors LLC holds $470,135 across 6 Credit Services names. MA ranks #4 (2.6% of the industry book) .
All Filings in MA
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,326 | 24 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $11,991 | 24 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $13,701 | 24 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $13,651 | 24 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $19,105 | 34 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $18,636 | 34 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $17,903 | 34 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $16,789 | 34 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $18,087 | 41 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $19,744 | 41 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $28,149 | 66 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $25,734 | 65 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $25,564 | 65 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $62,869 | 173 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $55,289 | 159 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||