Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,786,436
+$1,368,061 QoQ
Shares Held
27,681
+3.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#699
of 2,723 holders
Holding Since
Dec 2020
17 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 Asset Advisory Services LLC holds $13,831,251 across 3 Capital Markets names. MS ranks #2 (41.8% of the industry book) .
All Filings in MS
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,786,436 | 27,681 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,418,375 | 26,848 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $4,362,089 | 24,571 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $4,072,237 | 25,618 | Shares | Sole | 2025-10-02 | |
| 2025-06-30 | $3,445,435 | 24,460 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $2,626,008 | 22,508 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $2,841,146 | 22,599 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,343,940 | 22,486 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,214,668 | 22,787 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,996,662 | 21,205 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,655,933 | 17,758 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,173,761 | 14,372 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $888,330 | 10,402 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $830,149 | 9,455 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $619,285 | 7,284 | Shares | Sole | 2023-03-08 | |
| 2022-09-30 | $307,190 | 3,888 | Shares | Sole | 2022-11-14 | |
| 2020-12-31 | $35,772 | 522 | Shares | Sole | 2021-03-02 | |
| No filing history on record for this holder in this stock. | ||||||