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Legacy Wealth Advisors, LLC

Position in MA — Mastercard Inc

CIK 2111463 NORTH MIAMI BEACH, FL

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, 2026

Legacy Wealth Advisors, LLC holds $2,462,649 across 5 Credit Services names. MA ranks #2 (24.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 MA
Mastercard Inc
This page
1,173 $602,452

All Filings in MA

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $602,452 1,173
2026-03-31 $210,856 422
2025-12-31 $543,477 952