Position in MA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,201,824
+$21,128 QoQ
Shares Held
2,340
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,923
of 3,555 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026TRED AVON FAMILY WEALTH, LLC holds $6,160,469 across 4 Credit Services names. MA ranks #3 (19.5% 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 | $1,201,824 | 2,340 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,180,696 | 2,363 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,342,709 | 2,352 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,340,116 | 2,356 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||