Position in MS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,704,721
+$363,805 QoQ
Shares Held
8,155
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#1,144
of 2,723 holders
Holding Since
Mar 2020
26 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, 2026TRUE Private Wealth Advisors holds $7,200,538 across 3 Capital Markets names. MS ranks #2 (23.7% of the industry book) .
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,704,721 | 8,155 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,340,916 | 8,148 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,667,539 | 9,393 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,508,212 | 9,488 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,333,099 | 9,464 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,074,880 | 9,213 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,028,515 | 8,181 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $861,752 | 8,267 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $835,445 | 8,596 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $804,973 | 8,549 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $803,255 | 8,614 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $713,387 | 8,735 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $711,211 | 8,328 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $730,583 | 8,321 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $701,925 | 8,256 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $652,385 | 8,257 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $601,026 | 7,902 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $693,693 | 7,937 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $776,740 | 7,913 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $761,353 | 7,824 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $722,883 | 7,884 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $655,683 | 8,443 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $647,060 | 9,442 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $451,637 | 9,341 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $483,386 | 10,008 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $351,152 | 10,328 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||