Position in MA
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$159,216
+$15,314 QoQ
Shares Held
310
+7.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#3,305
of 3,555 holders
Holding Since
Mar 2023
14 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, 2026ELEVATION WEALTH PARTNERS, LLC holds $718,245 across 10 Credit Services names. MA ranks #2 (22.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,068 | $366,420 | |
| 2 | MA |
Mastercard Inc
This page
|
310 | $159,216 | |
| 3 | SYF |
Synchrony Financial
|
693 | $52,702 | |
| 4 | COF |
Capital One Financial Corp
|
256 | $51,358 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
690 | $29,794 | |
| 6 | ALLY |
Ally Financial Inc.
|
523 | $24,031 | |
| 7 | AXP |
American Express Co
|
52 | $17,589 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
137 | $11,172 |
All Filings in MA
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $159,216 | 310 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $143,902 | 288 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $146,716 | 257 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $145,615 | 256 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $117,445 | 209 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $114,557 | 209 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $110,053 | 209 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $103,204 | 209 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $91,761 | 208 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $105,945 | 220 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $55,872 | 131 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $51,864 | 131 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $51,522 | 131 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $47,606 | 131 | Shares | Sole | 2023-05-04 | |
| No filing history on record for this holder in this stock. | ||||||