Position in MA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$13,168,190
+$97,085 QoQ
Shares Held
25,639
-2.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.63%
of 13F equity value
Holder Rank
#780
of 3,563 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, 2026TRITONPOINT WEALTH, LLC holds $37,038,811 across 4 Credit Services names. MA ranks #2 (35.6% 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 | $13,168,190 | 25,639 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $13,071,105 | 26,160 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $15,024,990 | 26,319 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $16,446,572 | 28,914 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $16,612,070 | 29,562 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $16,157,481 | 29,478 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $15,542,240 | 29,516 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $14,914,241 | 30,203 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $13,360,089 | 30,284 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $15,090,477 | 31,336 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $14,121,746 | 33,110 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||