Position in MA
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$509,491
+$18,825 QoQ
Shares Held
992
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#2,574
of 3,555 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, 2026Fourth Dimension Wealth, LLC holds $915,661 across 7 Credit Services names. MA ranks #1 (55.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
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|
992 | $509,491 | |
| 2 | V |
Visa Inc.
|
999 | $342,746 | |
| 3 | FCFS |
FirstCash Holdings, Inc.
|
100 | $21,632 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
393 | $16,969 | |
| 5 | COF |
Capital One Financial Corp
|
71 | $14,244 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
100 | $6,097 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
250 | $4,482 |
All Filings in MA
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $509,491 | 992 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $490,666 | 982 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $560,604 | 982 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $558,571 | 982 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $559,130 | 995 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $573,333 | 1,046 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $524,463 | 996 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||