Position in MA
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,134,542
+$122,731 QoQ
Shares Held
2,209
+9.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.19%
of 13F equity value
Holder Rank
#1,962
of 3,563 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Crusonia Wealth Advisors LLC holds $5,354,596 across 4 Credit Services names. MA ranks #2 (21.2% 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 | $1,134,542 | 2,209 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,011,811 | 2,025 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,137,763 | 1,993 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||