Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$271,752
+$68,015 QoQ
Shares Held
1,300
+5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,196
of 2,723 holders
Holding Since
Jun 2025
5 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, 2026CFO4Life Group, LLC holds $1,213,016 across 4 Capital Markets names. MS ranks #3 (22.4% of the industry book) .
All Filings in MS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,752 | 1,300 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $203,737 | 1,238 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $295,587 | 1,665 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $268,324 | 1,688 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $229,601 | 1,630 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||