Position in MA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$431,424
+$62,675 QoQ
Shares Held
840
+13.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#2,684
of 3,560 holders
Holding Since
Dec 2024
7 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, 2026TWIN PEAKS WEALTH ADVISORS, LLC holds $1,528,998 across 3 Credit Services names. MA ranks #2 (28.2% of the industry book) .
All Filings in MA
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $431,424 | 840 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $368,749 | 738 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $408,179 | 715 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $389,066 | 684 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $347,278 | 618 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $279,541 | 510 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $246,961 | 469 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||