Position in MS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$381,916
+$80,918 QoQ
Shares Held
1,827
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#756
of 1,108 holders
Holding Since
Sep 2024
8 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, 2026Kohmann Bosshard Financial Services, LLC holds $7,107,927 across 3 Capital Markets names. MS ranks #2 (5.4% of the industry book) .
All Filings in MS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $381,916 | 1,827 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $300,998 | 1,829 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $324,700 | 1,829 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $312,992 | 1,969 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $277,353 | 1,969 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $229,723 | 1,969 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $249,428 | 1,984 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $211,815 | 2,032 | Shares | Sole | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||