Position in MA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,270,646
+$45,480 QoQ
Shares Held
2,474
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#1,893
of 3,563 holders
Holding Since
Dec 2023
11 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, 2026Gratus Wealth Advisors, LLC holds $4,693,348 across 4 Credit Services names. MA ranks #2 (27.1% of the industry book) .
All Filings in MA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,270,646 | 2,474 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,225,166 | 2,452 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,442,042 | 2,526 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,395,859 | 2,454 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,386,305 | 2,467 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,359,885 | 2,481 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,322,743 | 2,512 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,254,745 | 2,541 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,072,018 | 2,430 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,154,323 | 2,397 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,053,906 | 2,471 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||