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STRATEGIC PLANNING GROUP, LLC → MA
STRATEGIC PLANNING GROUP, LLC MA Position History
Mastercard Incorporated • Services
Quarters held
4
Latest value
$21.4M
Q3 2026
Peak value
$21.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $5.5M |
| Q1 2026 | $17M |
| Q2 2026 | $18.9M |
| Q3 2026 | $21.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $21.4M | 38.8K | — | — |
| Q2 2026 | $18.9M | 36.8K | — | — |
| Q1 2026 | $17M | 34.1K | — | — |
| Q4 2025 | $5.5M | 9.6K | — | — |