Position in MS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$586,566
+$124,619 QoQ
Shares Held
2,806
-0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,695
of 2,723 holders
Holding Since
Sep 2025
4 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, 2026LBMC INVESTMENT ADVISORS, LLC holds $2,134,313 across 3 Capital Markets names. MS ranks #2 (27.5% of the industry book) .
All Filings in MS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $586,566 | 2,806 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $461,947 | 2,807 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $490,692 | 2,764 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $439,365 | 2,764 | Shares | Sole | 2025-10-07 | |
| No filing history on record for this holder in this stock. | ||||||