Position in MA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$913,180
+$397,032 QoQ
Shares Held
1,778
+72.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#2,126
of 3,563 holders
Holding Since
Sep 2024
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, 2026AA Financial Advisors, LLC holds $2,769,711 across 3 Credit Services names. MA ranks #2 (33.0% of the industry book) .
All Filings in MA
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $913,180 | 1,778 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $516,148 | 1,033 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $850,040 | 1,489 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $916,352 | 1,611 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $742,884 | 1,322 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $452,199 | 825 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $419,676 | 797 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $400,965 | 812 | Shares | Sole | 2024-10-18 | |
| No filing history on record for this holder in this stock. | ||||||