Position in MA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,505,875
-$2,098 QoQ
Shares Held
2,932
-2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#1,800
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, 2026Unique Wealth Strategies, LLC holds $6,386,454 across 5 Credit Services names. MA ranks #2 (23.6% 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 | $1,505,875 | 2,932 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,507,973 | 3,018 | Shares | Sole | 2026-07-15 | |
| 2025-12-31 | $2,365,155 | 4,143 | Shares | Sole | 2026-07-14 | |
| 2025-09-30 | $2,339,515 | 4,113 | Shares | Sole | 2026-07-14 | |
| 2025-06-30 | $2,584,362 | 4,599 | Shares | Sole | 2026-07-14 | |
| 2025-03-31 | $3,027,814 | 5,524 | Shares | Sole | 2026-07-14 | |
| 2024-12-31 | $3,017,246 | 5,730 | Shares | Sole | 2026-07-14 | |
| 2024-09-30 | $2,293,207 | 4,644 | Shares | Sole | 2026-07-14 | |
| 2024-06-30 | $2,450,202 | 5,554 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $2,674,639 | 5,554 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $2,192,261 | 5,140 | Shares | Sole | 2024-02-05 | |
| No filing history on record for this holder in this stock. | ||||||