Position in MA
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$3,812,452
-$529,592 QoQ
Shares Held
7,423
-14.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#1,309
of 3,560 holders
Holding Since
Jun 2023
13 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, 2026Portside Wealth Group, LLC holds $16,277,812 across 5 Credit Services names. MA ranks #2 (23.4% of the industry book) .
All Filings in MA
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,812,452 | 7,423 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $4,342,044 | 8,690 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $6,627,345 | 11,609 | Shares | Other | 2026-01-21 | |
| 2025-09-30 | $7,458,236 | 13,112 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $7,821,642 | 13,919 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $7,641,888 | 13,942 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $7,509,941 | 14,262 | Shares | Other | 2025-04-14 | |
| 2024-09-30 | $7,163,061 | 14,506 | Shares | Other | 2024-10-31 | |
| 2024-06-30 | $6,406,966 | 14,523 | Shares | Other | 2024-07-18 | |
| 2024-03-31 | $7,236,552 | 15,027 | Shares | Other | 2024-04-17 | |
| 2023-12-31 | $6,756,771 | 15,842 | Shares | Other | 2024-01-16 | |
| 2023-09-30 | $6,891,605 | 17,407 | Shares | Other | 2023-10-27 | |
| 2023-06-30 | $6,859,545 | 17,441 | Shares | Other | 2023-09-01 | |
| No filing history on record for this holder in this stock. | ||||||