Position in MA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,569,048
+$1,565,363 QoQ
Shares Held
3,055
+65.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,758
of 3,555 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, 2026LM Advisors LLC holds $7,187,690 across 5 Credit Services names. MA ranks #3 (21.8% 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 | $1,569,048 | 3,055 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,685 | 1,841 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,666 | 2,093 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,173,423 | 3,821 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,215,729 | 3,943 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,521,352 | 4,600 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,607,618 | 3,053 | Shares | Sole | 2025-02-26 | |
| 2024-09-30 | $2,394,930 | 4,850 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,821,549 | 4,129 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,530,911 | 3,179 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $717,816 | 1,683 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||