Position in MA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,734,940
+$89,060 QoQ
Shares Held
3,378
+2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,707
of 3,555 holders
Holding Since
Sep 2023
12 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, 2026Annis Gardner Whiting Capital Advisors, LLC holds $7,458,206 across 5 Credit Services names. MA ranks #2 (23.3% of the industry book) .
All Filings in MA
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,734,940 | 3,378 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,645,880 | 3,294 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,712,069 | 2,999 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,668,319 | 2,933 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,263,241 | 2,248 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,157,081 | 2,111 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,122,120 | 2,131 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,047,349 | 2,121 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,016,432 | 2,304 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,091,719 | 2,267 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $765,158 | 1,794 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $503,201 | 1,271 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||