Position in MA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$617,347
+$180,645 QoQ
Shares Held
1,202
+37.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#2,424
of 3,555 holders
Holding Since
Dec 2023
8 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, 2026Mosley Wealth Management holds $1,211,803 across 9 Credit Services names. MA ranks #1 (50.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
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|
1,202 | $617,347 | |
| 2 | V |
Visa Inc.
|
1,369 | $469,690 | |
| 3 | UPST |
Upstart Holdings, Inc.
|
3,176 | $112,525 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
151 | $6,520 | |
| 5 | WU |
Western Union CO
|
300 | $2,310 | |
| 6 | AXP |
American Express Co
|
4 | $1,353 | |
| 7 | COF |
Capital One Financial Corp
|
6 | $1,203 | |
| 8 | ALLY |
Ally Financial Inc.
|
12 | $551 |
All Filings in MA
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $617,347 | 1,202 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $436,702 | 874 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $492,669 | 863 | Shares | Sole | 2026-02-12 | |
| 2024-12-31 | $447,057 | 849 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $384,670 | 779 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $296,459 | 672 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $296,647 | 616 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $276,378 | 648 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||