Position in MA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,245,479
+$113,750 QoQ
Shares Held
2,425
+7.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,911
of 3,581 holders
Holding Since
Dec 2024
7 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, 2026Advyzon Investment Management, LLC holds $6,718,163 across 5 Credit Services names. MA ranks #2 (18.5% of the industry book) .
All Filings in MA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,245,479 | 2,425 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,131,729 | 2,265 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $1,555,647 | 2,725 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,131,930 | 1,990 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $1,196,932 | 2,130 | Shares | Other | 2025-08-08 | |
| 2025-03-31 | $617,730 | 1,127 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $606,608 | 1,152 | Shares | Defined | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||