Position in MA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$40,060
+$1,087 QoQ
Shares Held
78
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#3,442
of 3,563 holders
Holding Since
Dec 2025
3 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, 2026United Financial Planning Group LLC holds $487,367 across 4 Credit Services names. MA ranks #2 (8.2% of the industry book) .
All Filings in MA
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,060 | 78 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $38,973 | 78 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $18,839 | 33 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||