Position in MA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$322,540
-$296,538 QoQ
Shares Held
628
-49.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,889
of 3,563 holders
Holding Since
Jun 2025
5 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, 2026PLANNING ALTERNATIVES LTD /ADV holds $2,021,362 across 4 Credit Services names. MA ranks #3 (16.0% of the industry book) .
All Filings in MA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $322,540 | 628 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $619,078 | 1,239 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $421,880 | 739 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $280,423 | 493 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $232,643 | 414 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||