Position in MA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$921,911
+$24,522 QoQ
Shares Held
1,795
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#2,115
of 3,563 holders
Holding Since
Sep 2024
7 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, 2026Alpine Bank Wealth Management holds $3,220,792 across 5 Credit Services names. MA ranks #2 (28.6% of the industry book) .
All Filings in MA
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $921,911 | 1,795 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $897,389 | 1,796 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $991,047 | 1,736 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,033,527 | 1,817 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,010,929 | 1,799 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $972,912 | 1,775 | Shares | Sole | 2025-04-23 | |
| 2024-09-30 | $967,847 | 1,960 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||