Position in MS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$6,447,838
+$1,585,618 QoQ
Shares Held
30,845
+4.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#184
of 1,108 holders
Holding Since
Sep 2023
12 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, 2026Smith Salley Wealth Management holds $9,376,350 across 3 Capital Markets names. MS ranks #1 (68.8% of the industry book) .
All Filings in MS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,447,838 | 30,845 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $4,862,220 | 29,545 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $4,942,080 | 27,838 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $4,092,425 | 25,745 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $3,010,178 | 21,370 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,528,938 | 21,676 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,632,451 | 20,939 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,157,768 | 20,700 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,575,158 | 16,207 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,490,458 | 15,829 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,537,132 | 16,484 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $972,771 | 11,911 | Shares | Sole | 2023-10-27 | |
| No filing history on record for this holder in this stock. | ||||||