Position in MA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,022,577
+$727,278 QoQ
Shares Held
1,991
+236.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#2,039
of 3,563 holders
Holding Since
Dec 2024
7 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, 2026FLAGSHIP WEALTH ADVISORS, LLC holds $2,193,138 across 6 Credit Services names. MA ranks #1 (46.6% 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 | $1,022,577 | 1,991 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $295,299 | 591 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $565,742 | 991 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $563,690 | 991 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $556,882 | 991 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $543,186 | 991 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $521,830 | 991 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||