Position in MA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$5,552,015
+$119,213 QoQ
Shares Held
10,810
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.67%
of 13F equity value
Holder Rank
#1,136
of 3,563 holders
Holding Since
Sep 2024
8 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, 2026MCCARTER PRIVATE WEALTH SERVICES LLC holds $9,029,189 across 4 Credit Services names. MA ranks #1 (61.5% 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 | $5,552,015 | 10,810 | Shares | Other | 2026-08-05 | |
| 2026-03-31 | $5,432,802 | 10,873 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $6,344,189 | 11,113 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $6,395,129 | 11,243 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $6,608,976 | 11,761 | Shares | Other | 2025-08-04 | |
| 2025-03-31 | $6,961,123 | 12,700 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $6,894,906 | 13,094 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $6,675,682 | 13,519 | Shares | Other | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||