Position in MA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$640,459
-$29,085 QoQ
Shares Held
1,247
-6.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#2,396
of 3,560 holders
Holding Since
Dec 2024
7 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, 2026COMPASS CAPITAL CORP /MA/ /ADV holds $3,128,353 across 4 Credit Services names. MA ranks #3 (20.5% of the industry book) .
All Filings in MA
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $640,459 | 1,247 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $669,544 | 1,340 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $766,691 | 1,343 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $756,517 | 1,330 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $918,209 | 1,634 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $886,858 | 1,618 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $887,270 | 1,685 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||