Position in MA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$15,921
-$65,023 QoQ
Shares Held
31
-80.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#3,487
of 3,555 holders
Holding Since
Dec 2024
6 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, 2026Whipplewood Advisors, LLC holds $60,111 across 3 Credit Services names. MA ranks #2 (26.5% 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 | $15,921 | 31 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $80,944 | 162 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $6,850 | 12 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $177,007 | 315 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $37,270 | 411 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $197,988 | 376 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||