Position in MA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$15,921
+$432 QoQ
Shares Held
31
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#3,488
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, 2026Tanglewood Legacy Advisors, LLC holds $590,678 across 5 Credit Services names. MA ranks #5 (2.7% 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 | $15,921 | 31 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $15,489 | 31 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $17,697 | 31 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $17,633 | 31 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $17,420 | 31 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $16,991 | 31 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $16,323 | 31 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $15,307 | 31 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $13,675 | 31 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $14,928 | 31 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $13,221 | 31 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $12,273 | 31 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $12,192 | 31 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $11,265 | 31 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $10,779 | 31 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||