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Dougherty Wealth Advisers LLC

SEC CIK
0001755933
Latest filing
Jul 22, 2026

MA holding history

Mastercard Inc in every 13F filed by Dougherty Wealth Advisers 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)
210
Value
$107.9K
% of portfolio
0.1%
Quarters held
2
Since Q1 2026
Holdings of MA by Dougherty Wealth Advisers LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026210$107.9K0.1%00.0%UnchangedHolders
Q1 2026210$104.9K0.1%+210NewHolders