Position in MA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,038,992
+$3,378 QoQ
Shares Held
3,970
-2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,623
of 3,560 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, 2026Quotient Wealth Partners, LLC holds $7,325,803 across 5 Credit Services names. MA ranks #2 (27.8% of the industry book) .
All Filings in MA
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,038,992 | 3,970 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,035,614 | 4,074 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $2,506,163 | 4,390 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,685,920 | 4,722 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $2,789,470 | 4,964 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,608,503 | 4,759 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,638,642 | 5,011 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,401,349 | 4,863 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $1,893,458 | 4,292 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $2,223,890 | 4,618 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,100,561 | 4,925 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||