Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,626,958
+$214,454 QoQ
Shares Held
7,783
-9.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#1,175
of 2,723 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Dempze Nancy E holds $4,596,871 across 3 Capital Markets names. MS ranks #2 (35.4% of the industry book) .
All Filings in MS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,626,958 | 7,783 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,412,504 | 8,583 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,523,739 | 8,583 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,271,680 | 8,000 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,126,880 | 8,000 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,283,370 | 11,000 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,885,800 | 15,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,563,600 | 15,000 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||