Position in MS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$437,311
+$98,133 QoQ
Shares Held
2,092
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,884
of 2,722 holders
Holding Since
Sep 2023
10 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, 2026LexAurum Advisors, LLC holds $1,392,073 across 4 Capital Markets names. MS ranks #1 (31.4% of the industry book) .
All Filings in MS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $437,311 | 2,092 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $339,178 | 2,061 | Shares | Sole | 2026-04-13 | |
| 2025-09-30 | $214,278 | 1,348 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $837,573 | 7,179 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $910,087 | 7,239 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $694,968 | 6,667 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $663,418 | 6,826 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $658,931 | 6,998 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $653,309 | 7,006 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $582,143 | 7,128 | Shares | Sole | 2023-10-16 | |
| No filing history on record for this holder in this stock. | ||||||