Position in MS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$707,809
+$166,703 QoQ
Shares Held
3,386
+3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,596
of 2,723 holders
Holding Since
Sep 2021
16 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, 2026NWAM LLC holds $7,980,535 across 3 Capital Markets names. MS ranks #3 (8.9% of the industry book) .
All Filings in MS
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $707,809 | 3,386 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $541,106 | 3,288 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $614,431 | 3,461 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $543,325 | 3,418 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $482,586 | 3,426 | Shares | Sole | 2026-02-04 | |
| 2025-03-31 | $402,278 | 3,448 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $448,820 | 3,570 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $380,267 | 3,648 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $345,567 | 3,670 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $342,507 | 3,673 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $288,540 | 3,533 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $326,569 | 3,824 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $346,458 | 3,946 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $292,468 | 3,440 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $234,264 | 2,965 | Shares | Sole | 2022-11-14 | |
| 2021-09-30 | $203,085 | 2,087 | Shares | Sole | 2021-11-03 | |
| No filing history on record for this holder in this stock. | ||||||