Position in MA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$856,171
-$20,232 QoQ
Shares Held
1,667
-5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#2,164
of 3,555 holders
Holding Since
Jun 2023
13 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, 2026LAZARI CAPITAL MANAGEMENT, INC. holds $4,652,655 across 4 Credit Services names. MA ranks #3 (18.4% 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 | $856,171 | 1,667 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $876,403 | 1,754 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,009,315 | 1,768 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,016,463 | 1,787 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,006,996 | 1,792 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,006,896 | 1,837 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $992,057 | 1,884 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $920,443 | 1,864 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $836,880 | 1,897 | Shares | Sole | 2024-09-09 | |
| 2024-03-31 | $836,487 | 1,737 | Shares | Sole | 2024-06-24 | |
| 2023-12-31 | $772,836 | 1,812 | Shares | Sole | 2024-02-27 | |
| 2023-09-30 | $743,123 | 1,877 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $738,224 | 1,877 | Shares | Sole | 2023-07-20 | |
| No filing history on record for this holder in this stock. | ||||||