Position in MA
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$637,891
+$153,221 QoQ
Shares Held
1,242
+28.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,402
of 3,563 holders
Holding Since
Dec 2023
11 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, 2026BARLOW WEALTH PARTNERS, LLC holds $38,868,689 across 4 Credit Services names. MA ranks #2 (1.6% of the industry book) .
All Filings in MA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $637,891 | 1,242 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $484,670 | 970 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $551,470 | 966 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $547,195 | 962 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $654,098 | 1,164 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $636,915 | 1,162 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $611,874 | 1,162 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $573,795 | 1,162 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $512,627 | 1,162 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $463,270 | 962 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $375,328 | 880 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||