Position in MA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$787,348
-$1,345,700 QoQ
Shares Held
1,533
-64.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,241
of 3,560 holders
Holding Since
Mar 2020
26 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, 2026MEANS INVESTMENT CO., INC. holds $8,184,314 across 5 Credit Services names. MA ranks #3 (9.6% of the industry book) .
All Filings in MA
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $787,348 | 1,533 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,133,048 | 4,269 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,337,753 | 4,095 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,291,166 | 4,028 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,029,727 | 3,612 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,894,302 | 3,456 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $965,729 | 1,834 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $813,288 | 1,647 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $714,238 | 1,619 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $803,258 | 1,668 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $689,240 | 1,616 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $644,937 | 1,629 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $633,999 | 1,612 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $568,373 | 1,564 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $543,154 | 1,562 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $447,835 | 1,575 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $484,892 | 1,537 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $550,007 | 1,539 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $547,963 | 1,525 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $530,559 | 1,526 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $549,825 | 1,506 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $537,279 | 1,509 | Shares | Sole | 2021-04-05 | |
| 2020-12-31 | $552,543 | 1,548 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $522,134 | 1,544 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $430,243 | 1,455 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $341,565 | 1,414 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||