Position in MA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$742,152
+$30,637 QoQ
Shares Held
1,445
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#2,282
of 3,563 holders
Holding Since
Dec 2023
11 quarters on record
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Gilliland Jeter Wealth Management LLC holds $5,662,151 across 5 Credit Services names. MA ranks #2 (13.1% 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 | $742,152 | 1,445 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $711,515 | 1,424 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $812,933 | 1,424 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $820,224 | 1,442 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $810,317 | 1,442 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $790,389 | 1,442 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $768,265 | 1,459 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $720,454 | 1,459 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $643,652 | 1,459 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $702,610 | 1,459 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $833,827 | 1,955 | Shares | Sole | 2024-02-02 | |
| No filing history on record for this holder in this stock. | ||||||