Position in MA
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$210,576
-$12,638 QoQ
Shares Held
410
+4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#3,245
of 3,563 holders
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 Jun 30, 2026Finivi Inc. holds $1,622,532 across 3 Credit Services names. MA ranks #3 (13.0% 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,576 | 410 | Shares | Sole | 2026-07-09 | |
| 2025-12-31 | $223,214 | 391 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $240,606 | 423 | Shares | Sole | 2025-12-19 | |
| 2025-06-30 | $231,519 | 412 | Shares | Sole | 2025-12-19 | |
| 2025-03-31 | $225,277 | 411 | Shares | Sole | 2025-12-19 | |
| 2024-12-31 | $216,420 | 411 | Shares | Sole | 2025-12-19 | |
| 2024-09-30 | $216,284 | 438 | Shares | Sole | 2025-12-19 | |
| 2024-06-30 | $204,257 | 463 | Shares | Sole | 2025-12-19 | |
| 2024-03-31 | $218,632 | 454 | Shares | Sole | 2025-12-19 | |
| No filing history on record for this holder in this stock. | ||||||