Atlantic Edge Private Wealth Management, LLC

Position in MA — Mastercard Inc

CIK 2011145 JACKSONVILLE, FL

Position in MA

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$2,723,107

+$97,394 QoQ

Shares Held

5,302

+0.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.19%

of 13F equity value

Holder Rank

#1,500

of 3,560 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Atlantic Edge Private Wealth Management, LLC holds $5,670,157 across 7 Credit Services names. MA ranks #1 (48.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc This page	5,302	$2,723,107
2	AFRM	Affirm Holdings, Inc.	30,785	$2,510,516
3	V	Visa Inc.	783	$268,639
4	AXP	American Express Co	374	$126,505
5	COF	Capital One Financial Corp	155	$31,096
6	SYF	Synchrony Financial	100	$7,605
7	SOFI	SoFi Technologies, Inc.	150	$2,689

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,723,107	5,302	+0.9%	Shares	Sole	2026-07-23
2026-03-31	$2,625,713	5,255	-1.3%	Shares	Sole	2026-04-22
2025-12-31	$3,040,506	5,326	+0.2%	Shares	Sole	2026-01-27
2025-09-30	$3,023,793	5,316	-0.7%	Shares	Sole	2025-10-24
2025-06-30	$3,009,750	5,356	-4.6%	Shares	Sole	2025-07-30
2025-03-31	$3,076,049	5,612	+2.3%	Shares	Sole	2025-04-29
2024-12-31	$2,889,289	5,487	-1.5%	Shares	Sole	2025-01-29
2024-09-30	$2,749,972	5,569	-1.0%	Shares	Sole	2024-11-06
2024-06-30	$2,480,642	5,623	-2.3%	Shares	Sole	2024-07-26
2024-03-31	$2,770,472	5,753	+3.0%	Shares	Sole	2024-05-08
2023-12-31	$2,383,337	5,588	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.