Position in MA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,823,793
+$28,515 QoQ
Shares Held
3,551
-1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
#1,685
of 3,563 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Greykasell Wealth Strategies, Inc. holds $3,679,493 across 6 Credit Services names. MA ranks #1 (49.6% 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 | $1,823,793 | 3,551 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,795,278 | 3,593 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,171,056 | 3,803 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,125,642 | 3,737 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,055,014 | 3,657 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,987,483 | 3,626 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,927,772 | 3,661 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||