Position in MS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,552,796
+$538,295 QoQ
Shares Held
12,212
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#991
of 2,723 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026CHATHAM CAPITAL GROUP, INC. holds $16,041,555 across 4 Capital Markets names. MS ranks #3 (15.9% of the industry book) .
All Filings in MS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,552,796 | 12,212 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $2,014,501 | 12,241 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,190,897 | 12,341 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,995,901 | 12,556 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,944,008 | 13,801 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,079,759 | 17,826 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $2,498,182 | 19,871 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,003,075 | 19,216 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,872,462 | 19,266 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,455,336 | 15,456 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,257,103 | 13,481 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $973,588 | 11,921 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $410,005 | 4,801 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $245,049 | 2,791 | Shares | Sole | 2023-04-24 | |
| No filing history on record for this holder in this stock. | ||||||