Position in MS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,927,139
+$561,538 QoQ
Shares Held
9,219
+11.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,085
of 2,723 holders
Holding Since
Mar 2020
13 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, 2026Advisory Alpha, LLC holds $3,365,649 across 3 Capital Markets names. MS ranks #1 (57.3% of the industry book) .
All Filings in MS
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,927,139 | 9,219 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,365,601 | 8,298 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,337,155 | 7,532 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,051,043 | 6,612 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $615,980 | 4,373 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $374,394 | 3,209 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $323,980 | 2,577 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $255,075 | 2,447 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $239,476 | 2,464 | Shares | Sole | 2024-08-21 | |
| 2024-03-31 | $248,959 | 2,644 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $235,642 | 2,527 | Shares | Sole | 2024-01-23 | |
| 2020-09-30 | $12,087 | 250 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $8,500 | 250 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||