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ORG Wealth Partners, LLC

SEC CIK
0002032602
Latest filing
Jul 30, 2026

MA holding history

Mastercard Inc in every 13F filed by ORG Wealth Partners, 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)
773
Value
$397.2K
% of portfolio
0.1%
Quarters held
8
Since Q3 2024
Holdings of MA by ORG Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026773$397.2K0.1%−606−43.9%ReducedHolders
Q1 20261,379$689.2K0.1%−206−13.0%ReducedHolders
Q4 20251,585$905.5K0.2%−227−12.5%ReducedHolders
Q3 20251,812$1.03M0.2%+75+4.3%AddedHolders
Q2 20251,737$981.3K0.2%+170+10.8%AddedHolders
Q1 20251,567$860.1K0.3%+47+3.1%AddedHolders
Q4 20241,520$800.8K0.2%+116+8.3%AddedHolders
Q3 20241,404$693.7K0.2%–No prior filingHolders