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AFFINITY WEALTH MANAGEMENT LLC: MA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AFFINITY WEALTH MANAGEMENT LLC on MA, newest first. How the timeline and the estimate are built.

AFFINITY WEALTH MANAGEMENT LLC held 17,052 MA shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,052 shares
    Change vs previous 13F +539 shares

    1.13% of the 13F portfolio, value $8,757,907.

    13F-HR 0001951757-26-001017 filed by AFFINITY WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 16,513 shares
    Change vs previous 13F +97 shares

    1.25% of the 13F portfolio, value $8,250,886.

    13F-HR 0001951757-26-000583 filed by AFFINITY WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 16,416 shares
    Change vs previous 13F +161 shares

    1.33% of the 13F portfolio, value $9,371,566.

    13F-HR 0001951757-26-000157 filed by AFFINITY WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 16,255 shares
    Change vs previous 13F +110 shares

    1.35% of the 13F portfolio, value $9,246,007.

    13F-HR 0001951757-25-001278 filed by AFFINITY WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 16,145 shares
    Change vs previous 13F +104 shares

    1.45% of the 13F portfolio, value $9,072,521.

    13F-HR 0001951757-25-000835 filed by AFFINITY WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 16,041 shares
    Change vs previous 13F +15 shares

    1.63% of the 13F portfolio, value $8,792,393.

    13F-HR 0001951757-25-000293 filed by AFFINITY WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 16,026 shares
    Change vs previous 13F +356 shares

    1.5% of the 13F portfolio, value $8,438,811.

    13F-HR 0001951757-25-000076 filed by AFFINITY WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 15,670 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $7,737,846.

    13F-HR 0001951757-24-001010 filed by AFFINITY WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).