Position in MA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$134,563
+$3,653 QoQ
Shares Held
262
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3,331
of 3,563 holders
Holding Since
Mar 2020
26 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, 2026VALLEY WEALTH MANAGERS, INC. holds $2,569,759 across 5 Credit Services names. MA ranks #2 (5.2% of the industry book) .
All Filings in MA
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $134,563 | 262 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $130,910 | 262 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $199,808 | 350 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $186,000 | 327 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $41,583 | 74 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $62,485 | 114 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $60,028 | 114 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $56,293 | 114 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $50,292 | 114 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $4,334 | 9 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $60,564 | 142 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $56,219 | 142 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $61,354 | 156 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $83,220 | 229 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $135,961 | 391 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $163,779 | 576 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $401,605 | 1,273 | Shares | Sole | 2022-11-16 | |
| 2022-03-31 | $419,564 | 1,174 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $472,505 | 1,315 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $469,715 | 1,351 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $501,998 | 1,375 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $476,750 | 1,339 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $404,413 | 1,133 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $418,654 | 1,238 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $410,431 | 1,388 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $384,080 | 1,590 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||