Position in MA
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,131,729
-$423,918 QoQ
Shares Held
2,265
-16.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026Advyzon Investment Management, LLC holds $5,643,843 across 5 Credit Services names. MA ranks #2 (20.1% of the industry book) .
All Filings in MA
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||