Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$653,877
+$142,065 QoQ
Shares Held
3,128
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,646
of 2,723 holders
Holding Since
Dec 2021
6 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, 2026Biltmore Family Office, LLC holds $10,420,796 across 4 Capital Markets names. MS ranks #3 (6.3% of the industry book) .
All Filings in MS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $653,877 | 3,128 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $511,812 | 3,110 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $294,699 | 1,660 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $263,873 | 1,660 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $226,643 | 1,609 | Shares | Sole | 2025-08-01 | |
| 2021-12-31 | $257,768 | 2,626 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||