Position in MA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,195,105
+$229,124 QoQ
Shares Held
6,221
+4.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,406
of 3,555 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, 2026WEATHERLY ASSET MANAGEMENT L. P. holds $22,688,572 across 4 Credit Services names. MA ranks #2 (14.1% 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 | $3,195,105 | 6,221 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,965,981 | 5,936 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $3,276,280 | 5,739 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $3,114,803 | 5,476 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $3,257,004 | 5,796 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $3,241,581 | 5,914 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $3,035,149 | 5,764 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,853,670 | 5,779 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,470,054 | 5,599 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,682,826 | 5,571 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $2,320,640 | 5,441 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,019,932 | 5,102 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $2,073,477 | 5,272 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,828,679 | 5,032 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,678,492 | 4,827 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $886,856 | 3,119 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $968,208 | 3,069 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,019,962 | 2,854 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $951,838 | 2,649 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $921,004 | 2,649 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $957,996 | 2,624 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $914,692 | 2,569 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $881,284 | 2,469 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $789,288 | 2,334 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $647,878 | 2,191 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $529,257 | 2,191 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||