Position in MA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$307,132
+$6,837 QoQ
Shares Held
598
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.22%
of 13F equity value
Holder Rank
#2,920
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, 2026Livet Wealth, LLC holds $1,179,041 across 3 Credit Services names. MA ranks #2 (26.0% 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 | $307,132 | 598 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $300,295 | 601 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $359,654 | 630 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||