Position in MA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$602,452
+$391,596 QoQ
Shares Held
1,173
+178.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#2,439
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, 2026Legacy Wealth Advisors, LLC holds $2,462,649 across 5 Credit Services names. MA ranks #2 (24.5% of the industry book) .
All Filings in MA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $602,452 | 1,173 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $210,856 | 422 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $543,477 | 952 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||