Position in MA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,540,800
-$3,149 QoQ
Shares Held
3,000
-2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#1,778
of 3,563 holders
Holding Since
Dec 2021
12 quarters on record
Voting authority
Sole 33%
Shared 0%
None 67%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Evernest Financial Advisors, LLC holds $2,970,153 across 4 Credit Services names. MA ranks #1 (51.9% of the industry book) .
All Filings in MA
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,540,800 | 3,000 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,543,949 | 3,090 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,801,697 | 3,156 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,048,853 | 3,602 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,017,364 | 3,590 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,952,403 | 3,562 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,879,328 | 3,569 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,772,248 | 3,589 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,560,824 | 3,538 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,677,308 | 3,483 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,967,490 | 4,613 | Shares | Sole | 2024-05-10 | |
| 2021-12-31 | $1,241,450 | 3,455 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||