Position in MA
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$1,498
-$214 QoQ
Shares Held
3
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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 Mar 31, 2026Cherry Tree Wealth Management, LLC holds $866,733 across 5 Credit Services names. MA ranks #5 (0.2% of the industry book) .
All Filings in MA
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,498 | 3 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,712 | 3 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,706 | 3 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $1,685 | 3 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $24,665 | 45 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $23,695 | 45 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $22,221 | 45 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $19,852 | 45 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $3,852 | 8 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $3,412 | 8 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,167 | 8 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,146 | 8 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||