Position in MS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$589,910
+$121,709 QoQ
Shares Held
2,822
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,694
of 2,723 holders
Holding Since
Mar 2022
13 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, 2026River Wealth Advisors LLC holds $4,075,025 across 3 Capital Markets names. MS ranks #2 (14.5% 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 | $589,910 | 2,822 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $468,201 | 2,845 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $503,652 | 2,837 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $450,969 | 2,837 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $410,888 | 2,917 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $285,258 | 2,445 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $312,288 | 2,484 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $269,981 | 2,590 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $240,642 | 2,476 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $224,854 | 2,388 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $229,954 | 2,466 | Shares | Sole | 2024-02-13 | |
| 2022-06-30 | $223,616 | 2,940 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $273,299 | 3,127 | Shares | Sole | 2022-05-09 | |
| No filing history on record for this holder in this stock. | ||||||