Position in MS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,002,973
-$82,201 QoQ
Shares Held
4,798
-27.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,396
of 2,723 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026BSW Wealth Partners holds $3,735,734 across 4 Capital Markets names. MS ranks #2 (26.8% of the industry book) .
All Filings in MS
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,002,973 | 4,798 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,085,174 | 6,594 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,076,719 | 6,065 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $960,913 | 6,045 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $802,761 | 5,699 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $619,051 | 5,306 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $828,620 | 6,591 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $572,069 | 5,488 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $486,727 | 5,008 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $445,188 | 4,728 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $504,482 | 5,410 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $458,005 | 5,608 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $448,350 | 5,250 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $473,944 | 5,398 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $453,751 | 5,337 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $487,886 | 6,175 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $467,921 | 6,152 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $514,174 | 5,883 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $531,830 | 5,418 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $406,171 | 4,174 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||