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INSIGNEO ADVISORY SERVICES, LLC: MA position timeline

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

INSIGNEO ADVISORY SERVICES, LLC held 14,737 MA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,737 shares
    Change vs previous 13F +793 shares

    0.28% of the 13F portfolio, value $7,569,123.

    13F-HR 0001964958-26-000003 filed by INSIGNEO ADVISORY SERVICES, 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 13,944 shares
    Change vs previous 13F +513 shares

    0.5% of the 13F portfolio, value $6,967,047.

    13F-HR 0001964958-26-000002 filed by INSIGNEO ADVISORY SERVICES, 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 13,431 shares
    Change vs previous 13F +300 shares

    0.55% of the 13F portfolio, value $7,667,413.

    13F-HR 0001964958-26-000001 filed by INSIGNEO ADVISORY SERVICES, 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 13,131 shares
    Change vs previous 13F +640 shares

    0.52% of the 13F portfolio, value $7,469,137.

    13F-HR 0001964958-25-000009 filed by INSIGNEO ADVISORY SERVICES, 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 12,491 shares
    Change vs previous 13F +1,037 shares

    0.6% of the 13F portfolio, value $7,019,443.

    13F-HR 0001964958-25-000004 filed by INSIGNEO ADVISORY SERVICES, 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 11,454 shares
    Change vs previous 13F +839 shares

    0.65% of the 13F portfolio, value $6,278,003.

    13F-HR 0001964958-25-000002 filed by INSIGNEO ADVISORY SERVICES, 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 10,615 shares
    Change vs previous 13F -1,836 shares

    0.58% of the 13F portfolio, value $5,589,638.

    13F-HR 0001964958-25-000001 filed by INSIGNEO ADVISORY SERVICES, 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 12,451 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $6,148,195.

    13F-HR 0001964958-24-000005 filed by INSIGNEO ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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