Position in MA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,058,529
+$64,206 QoQ
Shares Held
2,061
+3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#2,018
of 3,563 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Werba Rubin Papier Wealth Management holds $3,869,176 across 3 Credit Services names. MA ranks #2 (27.4% 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 | $1,058,529 | 2,061 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $994,323 | 1,990 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,131,484 | 1,982 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,052,298 | 1,850 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,009,806 | 1,797 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $965,239 | 1,761 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $956,251 | 1,816 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $910,073 | 1,843 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $878,349 | 1,991 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $744,507 | 1,546 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $368,078 | 863 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $344,045 | 869 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $341,777 | 869 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $306,718 | 844 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $291,745 | 839 | Shares | Sole | 2023-03-28 | |
| No filing history on record for this holder in this stock. | ||||||