Position in MA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$9,502,113
+$1,284,205 QoQ
Shares Held
18,501
+12.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#902
of 3,555 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Turtle Creek Wealth Advisors, LLC holds $32,120,962 across 5 Credit Services names. MA ranks #2 (29.6% of the industry book) .
All Filings in MA
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,502,113 | 18,501 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $8,217,908 | 16,447 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $9,329,891 | 16,343 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $7,281,905 | 12,802 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $6,212,246 | 11,055 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $5,046,540 | 9,207 | Shares | Sole | 2025-05-01 | |
| 2024-09-30 | $3,126,741 | 6,332 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $2,793,866 | 6,333 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,957,321 | 6,141 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,651,186 | 6,216 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||