Position in MA
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$6,973,660
-$834,027 QoQ
Shares Held
13,578
-13.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#1,039
of 3,563 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026GC Wealth Management RIA, LLC holds $35,065,186 across 4 Credit Services names. MA ranks #3 (19.9% 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 | $6,973,660 | 13,578 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $7,807,687 | 15,626 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $9,230,557 | 16,169 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $14,327,185 | 25,188 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $8,478,550 | 15,088 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,178,866 | 7,624 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $4,114,617 | 7,814 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,449,193 | 6,985 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,676,517 | 6,067 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,658,266 | 5,520 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,909,911 | 4,478 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||