Position in MA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$492,028
+$43,334 QoQ
Shares Held
958
+6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#2,603
of 3,563 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026SUMMIT WEALTH GROUP LLC / CO holds $2,173,982 across 4 Credit Services names. MA ranks #2 (22.6% of the industry book) .
All Filings in MA
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $492,028 | 958 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $448,694 | 898 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $245,478 | 430 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,523,177 | 7,952 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||