Position in MA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,511,504
+$118,133 QoQ
Shares Held
4,890
+2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
6.06%
of 13F equity value
Holder Rank
#1,537
of 3,560 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, 2026Able Wealth Management LLC holds $3,042,755 across 3 Credit Services names. MA ranks #1 (82.5% 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 | $2,511,504 | 4,890 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,393,371 | 4,790 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,771,622 | 4,855 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,708,104 | 4,761 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,663,595 | 4,740 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,584,933 | 4,716 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $2,483,304 | 4,716 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $2,328,760 | 4,716 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $2,077,422 | 4,709 | Shares | Sole | 2024-11-01 | |
| 2024-03-31 | $2,264,342 | 4,702 | Shares | Sole | 2024-11-01 | |
| 2023-12-31 | $1,996,066 | 4,680 | Shares | Sole | 2024-02-20 | |
| No filing history on record for this holder in this stock. | ||||||