Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$964,719
+$205,229 QoQ
Shares Held
4,615
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,425
of 2,723 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Alta Advisers Ltd holds $3,044,875 across 4 Capital Markets names. MS ranks #2 (31.7% of the industry book) .
All Filings in MS
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $964,719 | 4,615 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $759,490 | 4,615 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $819,300 | 4,615 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $972,040 | 6,115 | Shares | Defined | 2025-10-31 | |
| 2025-06-30 | $861,358 | 6,115 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $713,437 | 6,115 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $517,337 | 4,115 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $375,264 | 3,600 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $349,884 | 3,600 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $338,976 | 3,600 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $335,700 | 3,600 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $294,012 | 3,600 | Shares | Defined | 2023-11-03 | |
| 2023-06-30 | $307,440 | 3,600 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $316,080 | 3,600 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $306,072 | 3,600 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $284,436 | 3,600 | Shares | Sole | 2022-10-28 | |
| No filing history on record for this holder in this stock. | ||||||