Position in MS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,011,335
+$224,362 QoQ
Shares Held
4,838
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.81%
of 13F equity value
Holder Rank
#1,390
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026INSIGHT 2811, INC. holds $3,229,988 across 3 Capital Markets names. MS ranks #2 (31.3% of the industry book) .
All Filings in MS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,011,335 | 4,838 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $786,973 | 4,782 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $819,833 | 4,618 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $732,805 | 4,610 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $647,392 | 4,596 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $537,965 | 4,611 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $584,849 | 4,652 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $492,221 | 4,722 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $458,931 | 4,722 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $444,623 | 4,722 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $438,461 | 4,702 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $394,139 | 4,826 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $432,380 | 5,063 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $503,533 | 5,735 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $494,391 | 5,815 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $456,203 | 5,774 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $438,333 | 5,763 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $484,807 | 5,547 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $551,757 | 5,621 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $502,508 | 5,164 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $516,581 | 5,634 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $461,378 | 5,941 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $420,842 | 6,141 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $296,917 | 6,141 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $285,211 | 5,905 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $234,770 | 6,905 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||