Position in MA
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,513,289
-$950,810 QoQ
Shares Held
5,030
-17.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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 Mar 31, 2026Gibbs Wealth Management holds $11,670,241 across 5 Credit Services names. MA ranks #2 (21.5% of the industry book) .
All Filings in MA
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,513,289 | 5,030 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $3,464,099 | 6,068 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $4,171,652 | 7,334 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $4,857,409 | 8,644 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,309,867 | 7,863 | Shares | Other | 2025-11-04 | |
| 2024-12-31 | $3,531,704 | 6,707 | Shares | Other | 2025-11-04 | |
| 2024-09-30 | $2,795,401 | 5,661 | Shares | Other | 2025-11-04 | |
| 2024-06-30 | $2,268,003 | 5,141 | Shares | Other | 2025-11-04 | |
| 2024-03-31 | $1,736,541 | 3,606 | Shares | Other | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||