Position in MS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,018,233
+$216,284 QoQ
Shares Held
4,871
-0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,382
of 2,722 holders
Holding Since
Sep 2020
23 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, 2026Kovack Advisors, Inc. holds $12,293,983 across 6 Capital Markets names. MS ranks #3 (8.3% of the industry book) .
All Filings in MS
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,018,233 | 4,871 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $801,949 | 4,873 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $490,232 | 3,084 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $467,091 | 3,316 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $655,918 | 5,622 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $764,503 | 6,081 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $361,921 | 3,472 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $341,525 | 3,514 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $363,269 | 3,858 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $609,948 | 6,541 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $445,101 | 5,450 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $459,452 | 5,380 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $552,262 | 6,290 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $601,091 | 7,070 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $616,752 | 7,806 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $581,859 | 7,650 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $644,662 | 7,376 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $567,364 | 5,780 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $396,732 | 4,077 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $354,565 | 3,867 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $365,856 | 4,711 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $401,654 | 5,861 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $248,132 | 5,132 | Shares | Sole | 2020-11-02 | |
| No filing history on record for this holder in this stock. | ||||||