Position in MA
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$188,491
+$5,116 QoQ
Shares Held
367
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#3,296
of 3,563 holders
Holding Since
Dec 2022
15 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, 2026MB, LEVIS & ASSOCIATES, LLC holds $358,875 across 3 Credit Services names. MA ranks #1 (52.5% of the industry book) .
All Filings in MA
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $188,491 | 367 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $183,375 | 367 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $209,512 | 367 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $208,753 | 367 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $290,522 | 517 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $283,378 | 517 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $272,236 | 517 | Shares | Sole | 2025-05-07 | |
| 2024-09-30 | $255,294 | 517 | Shares | Sole | 2025-05-07 | |
| 2024-06-30 | $228,079 | 517 | Shares | Sole | 2025-05-07 | |
| 2024-03-31 | $248,971 | 517 | Shares | Sole | 2025-05-07 | |
| 2023-12-31 | $220,505 | 517 | Shares | Sole | 2025-05-07 | |
| 2023-09-30 | $204,685 | 517 | Shares | Sole | 2025-05-07 | |
| 2023-06-30 | $202,942 | 516 | Shares | Sole | 2025-05-07 | |
| 2023-03-31 | $187,519 | 516 | Shares | Sole | 2025-05-07 | |
| 2022-12-31 | $179,428 | 516 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||