Position in MA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,369,729
+$129,434 QoQ
Shares Held
6,561
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.41%
of 13F equity value
Holder Rank
#1,383
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, 2026AVISO WEALTH MANAGEMENT holds $6,346,096 across 4 Credit Services names. MA ranks #1 (53.1% 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 | $3,369,729 | 6,561 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,240,295 | 6,485 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,458,961 | 6,059 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,873,628 | 5,052 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,624,821 | 4,671 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,762,205 | 3,215 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,550,222 | 2,944 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,177,713 | 2,385 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $849,233 | 1,925 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $914,501 | 1,899 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $917,423 | 2,151 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||