Position in MA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$596,803
+$26,192 QoQ
Shares Held
1,162
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#2,441
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, 2026Trueblood Wealth Management, LLC holds $4,328,382 across 4 Credit Services names. MA ranks #3 (13.8% 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 | $596,803 | 1,162 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $570,611 | 1,142 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $677,063 | 1,186 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $705,324 | 1,240 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $696,243 | 1,239 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $679,668 | 1,240 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $654,526 | 1,243 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $619,225 | 1,254 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $555,861 | 1,260 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $607,259 | 1,261 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $544,226 | 1,276 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||