Position in MA
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$424,747
+$58,497 QoQ
Shares Held
827
+12.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#2,703
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, 2026AGH Wealth Advisors, LLC holds $2,137,491 across 4 Credit Services names. MA ranks #2 (19.9% of the industry book) .
All Filings in MA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $424,747 | 827 | Shares | Other | 2026-07-22 | |
| 2026-03-31 | $366,250 | 733 | Shares | Other | 2026-04-22 | |
| 2025-12-31 | $407,037 | 713 | Shares | Other | 2026-02-04 | |
| 2025-09-30 | $510,222 | 897 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $490,011 | 872 | Shares | Other | 2025-08-05 | |
| 2025-03-31 | $479,605 | 875 | Shares | Other | 2025-04-11 | |
| 2024-12-31 | $522,884 | 993 | Shares | Other | 2025-04-04 | |
| No filing history on record for this holder in this stock. | ||||||