Position in MA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,329,196
-$26,381 QoQ
Shares Held
2,588
-4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#1,866
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, 2026Asset Planning,Inc holds $1,643,709 across 3 Credit Services names. MA ranks #1 (80.9% 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 | $1,329,196 | 2,588 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,355,577 | 2,713 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,548,797 | 2,713 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,548,869 | 2,723 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,530,162 | 2,723 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,492,530 | 2,723 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,433,850 | 2,723 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||