Position in IBKR
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$4,230,775
+$174,101 QoQ
Shares Held
63,080
0.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026S&CO INC holds $7,104,642 across 1 Capital Markets name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
33,987 | $7,104,642 |
All Filings in IBKR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,230,775 | 63,080 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,056,674 | 63,080 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,329,525 | 62,920 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,597,217 | 64,920 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,571,612 | 15,530 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,804,636 | 15,875 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,142,660 | 15,375 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,884,975 | 15,375 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,563,940 | 14,000 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||