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Livermore
Livermore
ZHEN

LWM Advisory Services, LLC

SEC CIK
0001697716
Latest filing
Aug 3, 2026

MA holding history

Mastercard Inc in every 13F filed by LWM Advisory Services, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MA overviewAll 13F holders of MAFull Q2 2026 holdings

Shares (Q2 2026)
426
Value
$218.8K
% of portfolio
0.4%
Quarters held
18
Since Q4 2021
Holdings of MA by LWM Advisory Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026426$218.8K0.4%−117−21.5%ReducedHolders
Q1 2026543$275.8K0.3%−385−41.5%ReducedHolders
Q4 2025928$529.8K0.3%−16−1.7%ReducedHolders
Q3 2025944$543.8K0.3%+6+0.6%AddedHolders
Q2 2025938$527.1K0.4%−100−9.6%ReducedHolders
Q1 20251,038$569.3K0.4%00.0%UnchangedHolders
Q4 20241,038$543.3K0.4%00.0%UnchangedHolders
Q3 20241,038$512.6K0.4%+1,038NewHolders
Q2 20240$00.0%−1,003−100.0%Sold outHolders
Q1 20241,003$483.0K0.4%−112−10.0%ReducedHolders
Q4 20231,115$475.3K0.4%+48+4.5%AddedHolders
Q3 20231,067$422.4K0.5%−15−1.4%ReducedHolders
Q2 20231,082$421.8K0.4%+56+5.5%AddedHolders
Q1 20231,026$373.3K0.4%+1+0.1%AddedHolders
Q4 20221,025$379.4K0.4%−957−48.3%ReducedHolders
Q3 20221,982$608.0K0.7%+158+8.7%AddedHolders
Q2 20221,824$578.0K0.7%−26−1.4%ReducedHolders
Q1 20221,850$666.0K0.8%+230+14.2%AddedHolders
Q4 20211,620$582.0K0.7%–No prior filingHolders