Position in MA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$437,073
-$207,988 QoQ
Shares Held
851
-34.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#2,680
of 3,563 holders
Holding Since
Jun 2025
5 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, 2026POWER WEALTH MANAGEMENT LLC holds $1,997,168 across 3 Credit Services names. MA ranks #3 (21.9% of the industry book) .
All Filings in MA
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $437,073 | 851 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $645,061 | 1,291 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $774,684 | 1,357 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $751,398 | 1,321 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $271,417 | 483 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||