Position in MS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$418,916
+$89,118 QoQ
Shares Held
2,004
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,909
of 2,723 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Derivatives in MS
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$418,080
PutShares
2,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026Investment Partners Asset Management, Inc. holds $3,409,259 across 3 Capital Markets names. MS ranks #2 (12.3% of the industry book) .
All Filings in MS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $418,080 | 2,000 | Put | Sole | 2026-07-24 | |
| 2026-06-30 | $418,916 | 2,004 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $329,798 | 2,004 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $355,060 | 2,000 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $317,920 | 2,000 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $281,720 | 2,000 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $233,340 | 2,000 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $253,074 | 2,013 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $209,835 | 2,013 | Shares | Sole | 2024-10-24 | |
| 2024-03-31 | $311,952 | 3,313 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||