Position in MS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$3,992,873
+$615,074 QoQ
Shares Held
19,101
-6.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.04%
of 13F equity value
Holder Rank
#814
of 2,723 holders
Holding Since
Mar 2020
26 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, 2026Lipe & Dalton holds $3,992,873 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
19,101 | $3,992,873 |
All Filings in MS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,992,873 | 19,101 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $3,377,799 | 20,525 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,714,460 | 20,923 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,616,975 | 22,754 | Shares | Sole | 2026-01-26 | |
| 2025-06-30 | $3,257,669 | 23,127 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $2,697,993 | 23,125 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,226,226 | 25,662 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $2,785,501 | 26,722 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,626,073 | 27,020 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,562,846 | 27,218 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,537,798 | 27,215 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $2,224,527 | 27,238 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,328,089 | 27,261 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $2,465,775 | 28,084 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,549,069 | 29,982 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $2,435,878 | 30,830 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,344,777 | 30,828 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,694,192 | 30,826 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $3,060,138 | 31,175 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $3,142,918 | 32,298 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,977,357 | 32,472 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $2,529,463 | 32,571 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,252,581 | 32,870 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,588,684 | 32,858 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $1,600,275 | 33,132 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $1,143,420 | 33,630 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||