Position in MS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$992,940
+$244,147 QoQ
Shares Held
4,750
+4.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,404
of 2,723 holders
Holding Since
Mar 2025
6 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, 2026Cheviot Value Management, LLC holds $1,534,511 across 4 Capital Markets names. MS ranks #1 (64.7% of the industry book) .
All Filings in MS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $992,940 | 4,750 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $748,793 | 4,550 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $767,817 | 4,325 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $671,606 | 4,225 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $574,004 | 4,075 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $393,761 | 3,375 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||