Position in IBKR
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$466,404
+$19,064 QoQ
Shares Held
6,954
-0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Alta Wealth Advisors LLC holds $972,245 across 1 Capital Markets name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
4,651 | $972,245 |
All Filings in IBKR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $466,404 | 6,954 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $447,340 | 6,956 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $481,325 | 6,995 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||