Position in MA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$323,568
+$8,783 QoQ
Shares Held
630
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,886
of 3,563 holders
Holding Since
Dec 2022
15 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, 2026CALDWELL SUTTER CAPITAL, INC. holds $6,692,911 across 6 Credit Services names. MA ranks #3 (4.8% of the industry book) .
All Filings in MA
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $323,568 | 630 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $314,785 | 630 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $376,780 | 660 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $375,414 | 660 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $372,566 | 663 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $404,512 | 738 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $400,193 | 760 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $375,288 | 760 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $338,369 | 767 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $386,219 | 802 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $388,977 | 912 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $361,069 | 912 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $358,689 | 912 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $292,545 | 805 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $245,149 | 705 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||