Position in MA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,882,281
+$3,622,139 QoQ
Shares Held
9,506
+276.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#1,198
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, 2026MOSAIC FAMILY WEALTH PARTNERS, LLC holds $8,842,240 across 5 Credit Services names. MA ranks #1 (55.2% 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 | $4,882,281 | 9,506 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,260,142 | 2,522 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,037,288 | 1,817 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,020,445 | 1,794 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,033,407 | 1,839 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,032,109 | 1,883 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $983,106 | 1,867 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,068,583 | 2,164 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $947,170 | 2,147 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,030,559 | 2,140 | Shares | Sole | 2024-06-13 | |
| 2023-12-31 | $1,222,377 | 2,866 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $844,871 | 2,134 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $839,302 | 2,134 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $775,516 | 2,134 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $742,055 | 2,134 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||