Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,807
-$12,472 QoQ
Shares Held
23
-78.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,696
of 2,722 holders
Holding Since
Mar 2024
10 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, 2026Westend Capital Management, LLC holds $98,443 across 4 Capital Markets names. MS ranks #4 (4.9% of the industry book) .
All Filings in MS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,807 | 23 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $17,279 | 105 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $18,995 | 107 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $13,352 | 84 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $6,620 | 47 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $5,483 | 47 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $5,908 | 47 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $4,899 | 47 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $4,567 | 47 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $4,425 | 47 | Shares | Sole | 2024-04-12 | |
| No filing history on record for this holder in this stock. | ||||||