Position in MA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$501,787
-$38,345 QoQ
Shares Held
977
-9.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#2,585
of 3,555 holders
Holding Since
Dec 2021
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026FSB PREMIER WEALTH MANAGEMENT, INC. holds $3,882,519 across 3 Credit Services names. MA ranks #2 (12.9% of the industry book) .
All Filings in MA
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $501,787 | 977 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $540,132 | 1,081 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $654,799 | 1,147 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $728,645 | 1,281 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $864,825 | 1,539 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $835,334 | 1,524 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $668,217 | 1,269 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $595,522 | 1,206 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $384,250 | 871 | Shares | Sole | 2024-08-02 | |
| 2022-12-31 | $284,443 | 818 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $352,581 | 1,240 | Shares | Sole | 2022-11-23 | |
| 2022-06-30 | $407,600 | 1,292 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $472,456 | 1,322 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $629,887 | 1,753 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||