Position in MA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$437,587
-$135,523 QoQ
Shares Held
852
-25.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#2,673
of 3,555 holders
Holding Since
Mar 2020
26 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, 2026Financial Perspectives, Inc holds $1,047,060 across 5 Credit Services names. MA ranks #2 (41.8% of the industry book) .
All Filings in MA
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $437,587 | 852 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $573,110 | 1,147 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $654,799 | 1,147 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $652,425 | 1,147 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $645,107 | 1,148 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $623,212 | 1,137 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $615,033 | 1,168 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $568,363 | 1,151 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $521,892 | 1,183 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $569,697 | 1,183 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $505,414 | 1,185 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $468,361 | 1,183 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $465,273 | 1,183 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $429,914 | 1,183 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $411,364 | 1,183 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 | $336,374 | 1,183 | Shares | Sole | 2024-01-10 | |
| 2022-06-30 | $373,212 | 1,183 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $422,780 | 1,183 | Shares | Sole | 2024-01-10 | |
| 2021-12-31 | $374,770 | 1,043 | Shares | Sole | 2024-01-10 | |
| 2021-09-30 | $362,630 | 1,043 | Shares | Sole | 2024-01-10 | |
| 2021-06-30 | $388,090 | 1,063 | Shares | Sole | 2024-01-10 | |
| 2021-03-31 | $1,063 | 378,542 | Shares | Sole | 2024-01-10 | |
| 2020-12-31 | $354,084 | 992 | Shares | Sole | 2024-01-10 | |
| 2020-09-30 | $251,598 | 744 | Shares | Sole | 2024-01-10 | |
| 2020-06-30 | $141,048 | 477 | Shares | Sole | 2024-01-10 | |
| 2020-03-31 | $115,224 | 477 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||