Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,847,286
+$392,981 QoQ
Shares Held
8,837
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#1,111
of 2,722 holders
Holding Since
Mar 2020
26 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, 2026Legacy Bridge, LLC holds $3,125,587 across 4 Capital Markets names. MS ranks #1 (59.1% of the industry book) .
All Filings in MS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,847,286 | 8,837 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,454,305 | 8,837 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,574,158 | 8,867 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,417,605 | 8,918 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,256,189 | 8,918 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,126,798 | 9,658 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,214,203 | 9,658 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,006,749 | 9,658 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $938,661 | 9,658 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $909,397 | 9,658 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,011,576 | 10,848 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $890,039 | 10,898 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $930,689 | 10,898 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $901,969 | 10,273 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $777,337 | 9,143 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $692,838 | 8,769 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $653,659 | 8,594 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $751,115 | 8,594 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $843,587 | 8,594 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $836,282 | 8,594 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $787,983 | 8,594 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $667,410 | 8,594 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $588,946 | 8,594 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $342,994 | 7,094 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $342,640 | 7,094 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $286,416 | 8,424 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||