Position in MS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,350,607
+$382,936 QoQ
Shares Held
6,461
+9.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,258
of 2,723 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Derivatives in MS
reported options exposure · as of Sep 30, 2020CallValue
$164,390
CallShares
3,400
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026Nicholas Hoffman & Company, LLC. holds $5,236,045 across 3 Capital Markets names. MS ranks #2 (25.8% of the industry book) .
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,350,607 | 6,461 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $967,671 | 5,880 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,046,894 | 5,897 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $937,387 | 5,897 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $830,651 | 5,897 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $647,868 | 5,553 | Shares | Sole | 2025-06-23 | |
| 2024-12-31 | $744,765 | 5,924 | Shares | Sole | 2025-06-23 | |
| 2024-09-30 | $617,517 | 5,924 | Shares | Sole | 2025-06-23 | |
| 2024-06-30 | $575,753 | 5,924 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $557,615 | 5,922 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $628,318 | 6,738 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $501,045 | 6,135 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $523,758 | 6,133 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $538,389 | 6,132 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $504,678 | 5,936 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $468,055 | 5,924 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $435,291 | 5,723 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $499,928 | 5,720 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $538,603 | 5,487 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $533,842 | 5,486 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $502,919 | 5,485 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $425,965 | 5,485 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $400,557 | 5,845 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $164,390 | 3,400 | Call | Sole | 2020-11-12 | |
| 2020-09-30 | $185,857 | 3,844 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||