Position in MA
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$10,617,139
+$4,562,759 QoQ
Shares Held
20,672
+70.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.51%
of 13F equity value
Holder Rank
#869
of 3,563 holders
Holding Since
Dec 2024
7 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, 2026Cove Private Wealth, LLC holds $15,806,019 across 3 Credit Services names. MA ranks #1 (67.2% of the industry book) .
All Filings in MA
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,617,139 | 20,672 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $6,054,380 | 12,117 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,525,936 | 7,928 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $4,478,809 | 7,874 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,424,715 | 7,874 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $2,973,002 | 5,424 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,584,449 | 3,009 | Shares | Sole | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||