Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,771,499
+$752,134 QoQ
Shares Held
18,042
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#836
of 2,723 holders
Holding Since
Dec 2020
10 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Derivatives in MS
reported options exposure · as of Dec 31, 2020CallValue
$685,300
CallShares
10,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026Family Manage LLC holds $5,679,781 across 4 Capital Markets names. MS ranks #1 (66.4% of the industry book) .
All Filings in MS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,771,499 | 18,042 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,019,365 | 18,347 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $373,700 | 2,105 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $309,972 | 1,950 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $274,677 | 1,950 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $239,173 | 2,050 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $245,154 | 1,950 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $203,268 | 1,950 | Shares | Sole | 2024-11-14 | |
| 2023-06-30 | $256,200 | 3,000 | Shares | Sole | 2023-08-14 | |
| 2020-12-31 | $685,300 | 10,000 | Call | Sole | 2021-02-10 | |
| 2020-12-31 | $6,030 | 88 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||