Position in MA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$652,785
+$385,467 QoQ
Shares Held
1,271
+137.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#2,377
of 3,555 holders
Holding Since
Sep 2022
16 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, 2026BARRETT & COMPANY, INC. holds $1,227,025 across 6 Credit Services names. MA ranks #1 (53.2% of the industry book) .
All Filings in MA
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $652,785 | 1,271 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $267,318 | 535 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $305,420 | 535 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $298,625 | 525 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $312,438 | 556 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $304,206 | 555 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $292,246 | 555 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $274,059 | 555 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $262,931 | 596 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $287,015 | 596 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $254,199 | 596 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $235,962 | 596 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $234,406 | 596 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $216,228 | 595 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $206,899 | 595 | Shares | Sole | 2023-05-23 | |
| 2022-09-30 | $169,182 | 595 | Shares | Sole | 2023-06-13 | |
| No filing history on record for this holder in this stock. | ||||||