Position in MS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$430,413
+$91,564 QoQ
Shares Held
2,059
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,897
of 2,723 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026EVERETT HARRIS & CO /CA/ holds $22,907,186 across 3 Capital Markets names. MS ranks #3 (1.9% of the industry book) .
All Filings in MS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $430,413 | 2,059 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $338,849 | 2,059 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $365,534 | 2,059 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $339,220 | 2,134 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $300,595 | 2,134 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $248,973 | 2,134 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $268,286 | 2,134 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $232,559 | 2,231 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $216,830 | 2,231 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||