Position in MA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$23,625
+$17,130 QoQ
Shares Held
46
+253.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#3,475
of 3,563 holders
Holding Since
Jun 2025
5 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, 2026IMG Wealth Management, Inc. holds $420,455 across 7 Credit Services names. MA ranks #3 (5.6% of the industry book) .
All Filings in MA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,625 | 46 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $6,495 | 13 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $56,517 | 99 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $31,853 | 56 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $31,468 | 56 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||