Position in MA
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$294,292
+$7,488 QoQ
Shares Held
573
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#2,947
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, 2026Green Ridge Wealth Planning LLC holds $1,335,299 across 4 Credit Services names. MA ranks #3 (22.0% 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 | $294,292 | 573 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $286,804 | 574 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $333,393 | 584 | Shares | Sole | 2026-03-11 | |
| No filing history on record for this holder in this stock. | ||||||