Pines Wealth Management, LLC

Position in MA — Mastercard Inc

CIK 2037426 SOUTHERN PINES, NC

Position in MA

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$836,140

-$15,780 QoQ

Shares Held

1,628

-4.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#2,188

of 3,563 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Pines Wealth Management, LLC holds $3,607,269 across 4 Credit Services names. MA ranks #2 (23.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	5,978	$2,050,992
2	MA	Mastercard Inc This page	1,628	$836,140
3	AXP	American Express Co	1,355	$458,328
4	COF	Capital One Financial Corp	1,305	$261,809

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$836,140	1,628	-4.5%	Shares	Sole	2026-07-22
2026-03-31	$851,920	1,705	-13.1%	Shares	Sole	2026-04-08
2025-12-31	$1,120,637	1,963	-3.0%	Shares	Sole	2026-02-02
2025-09-30	$1,151,271	2,024	-9.4%	Shares	Sole	2025-11-03
2025-06-30	$1,255,373	2,234	+23.9%	Shares	Sole	2025-07-09
2025-03-31	$988,260	1,803	-0.8%	Shares	Sole	2025-04-11
2024-12-31	$956,777	1,817	—	Shares	Sole	2025-01-14
No filing history on record for this holder in this stock.