Position in MA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$138,672
-$15,465 QoQ
Shares Held
270
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#3,327
of 3,563 holders
Holding Since
Dec 2024
6 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, 2026VSM Wealth Advisory, LLC holds $414,849 across 4 Credit Services names. MA ranks #2 (33.4% of the industry book) .
All Filings in MA
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $138,672 | 270 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $154,137 | 270 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $153,009 | 269 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $151,161 | 269 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $147,444 | 269 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $141,647 | 269 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||