Position in MA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,000,472
+$207,692 QoQ
Shares Held
3,895
+8.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,644
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, 2026Asset One Wealth Management LLC holds $8,215,056 across 3 Credit Services names. MA ranks #2 (24.4% 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 | $2,000,472 | 3,895 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,792,780 | 3,588 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,442,613 | 2,527 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||