Chicago Wealth Management, Inc.

Position in MS — Morgan Stanley

CIK 1592178 CHICAGO, IL

Position in MS

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,305,036

+$277,626 QoQ

Shares Held

6,243

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

3.32%

of 13F equity value

Holder Rank

#1,269

of 2,723 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Chicago Wealth Management, Inc. holds $1,305,036 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	6,243	$1,305,036

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,305,036	6,243	0.0%	Shares	Sole	2026-08-11
2026-03-31	$1,027,410	6,243	0.0%	Shares	Sole	2026-05-12
2025-12-31	$1,108,319	6,243	0.0%	Shares	Sole	2026-02-17
2025-09-30	$992,387	6,243	0.0%	Shares	Sole	2025-11-13
2025-06-30	$879,388	6,243	0.0%	Shares	Sole	2025-08-14
2025-03-31	$728,370	6,243	0.0%	Shares	Sole	2025-05-14
2024-12-31	$784,869	6,243	0.0%	Shares	Sole	2025-02-10
2024-09-30	$650,770	6,243	0.0%	Shares	Sole	2024-11-12
2024-06-30	$606,757	6,243	0.0%	Shares	Sole	2024-08-15
2024-03-31	$587,840	6,243	0.0%	Shares	Sole	2024-05-15
2023-12-31	$582,159	6,243	0.0%	Shares	Sole	2024-02-14
2023-09-30	$509,865	6,243	0.0%	Shares	Sole	2023-11-14
2023-06-30	$533,152	6,243	0.0%	Shares	Sole	2023-08-15
2023-03-31	$548,135	6,243	0.0%	Shares	Sole	2023-05-12
2022-12-31	$530,779	6,243	0.0%	Shares	Sole	2023-02-15
2022-09-30	$493,259	6,243	0.0%	Shares	Sole	2022-11-14
2022-06-30	$474,842	6,243	0.0%	Shares	Sole	2022-08-15
2022-03-31	$545,638	6,243	0.0%	Shares	Sole	2022-05-13
2021-12-31	$612,812	6,243	0.0%	Shares	Sole	2022-02-14
2021-09-30	$607,506	6,243	0.0%	Shares	Sole	2021-11-10
2021-06-30	$572,420	6,243	0.0%	Shares	Sole	2021-08-16
2021-03-31	$484,831	6,243	—	Shares	Sole	2021-04-23
No filing history on record for this holder in this stock.