Position in MA
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$285,048
+$50,708 QoQ
Shares Held
555
+18.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#2,968
of 3,563 holders
Holding Since
Mar 2024
10 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, 2026LJI Wealth Management, LLC holds $1,097,481 across 3 Credit Services names. MA ranks #2 (26.0% of the industry book) .
All Filings in MA
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $285,048 | 555 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $234,340 | 469 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $248,332 | 435 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $235,487 | 414 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $244,443 | 435 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $271,319 | 495 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $252,753 | 480 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $235,048 | 476 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $202,492 | 459 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $221,040 | 459 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||