Position in MA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,358,985
+$34,886 QoQ
Shares Held
2,646
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,854
of 3,563 holders
Holding Since
Mar 2023
14 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, 2026NWF Advisory Services Inc. holds $27,689,249 across 4 Credit Services names. MA ranks #3 (4.9% of the industry book) .
All Filings in MA
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,358,985 | 2,646 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,324,099 | 2,650 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,545,372 | 2,707 | Shares | Sole | 2026-03-03 | |
| 2025-09-30 | $1,495,970 | 2,630 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,429,575 | 2,544 | Shares | Sole | 2025-09-09 | |
| 2025-03-31 | $563,467 | 1,028 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $953,091 | 1,810 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $668,111 | 1,353 | Shares | Sole | 2025-10-06 | |
| 2024-06-30 | $392,632 | 890 | Shares | Sole | 2025-10-06 | |
| 2024-03-31 | $428,597 | 890 | Shares | Sole | 2025-10-06 | |
| 2023-12-31 | $371,063 | 870 | Shares | Sole | 2025-12-08 | |
| 2023-09-30 | $336,127 | 849 | Shares | Sole | 2025-12-08 | |
| 2023-06-30 | $399,986 | 1,017 | Shares | Sole | 2025-12-08 | |
| 2023-03-31 | $369,587 | 1,017 | Shares | Sole | 2025-12-08 | |
| No filing history on record for this holder in this stock. | ||||||