Position in MS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,107,379
+$691,986 QoQ
Shares Held
14,865
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#907
of 2,723 holders
Holding Since
Dec 2021
19 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, 2026Capital Investment Advisory Services, LLC holds $9,244,695 across 4 Capital Markets names. MS ranks #1 (33.6% of the industry book) .
All Filings in MS
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,107,379 | 14,865 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,415,393 | 14,677 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,592,293 | 14,602 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,413,648 | 15,184 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,125,436 | 15,089 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,711,082 | 14,666 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,819,419 | 14,472 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,471,868 | 14,120 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,334,321 | 13,729 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,300,820 | 13,815 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,253,746 | 13,445 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $891,591 | 10,917 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $866,041 | 10,141 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $695,112 | 7,917 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $599,816 | 7,055 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $569,267 | 7,205 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $300,132 | 3,946 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $211,245 | 2,417 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $212,712 | 2,167 | Shares | Sole | 2022-02-01 | |
| No filing history on record for this holder in this stock. | ||||||