Position in MS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$2,495,937
+$507,603 QoQ
Shares Held
11,940
-1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.27%
of 13F equity value
Holder Rank
#999
of 2,723 holders
Holding Since
Mar 2020
26 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, 2026TLWM holds $4,216,034 across 2 Capital Markets names. MS ranks #1 (59.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
11,940 | $2,495,937 | |
| 2 | SCHW |
Schwab Charles Corp
|
18,642 | $1,720,097 |
All Filings in MS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,495,937 | 11,940 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,988,334 | 12,082 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,013,367 | 11,341 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $2,312,232 | 14,546 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $1,942,600 | 13,791 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,617,396 | 13,863 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,711,677 | 13,615 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,358,351 | 13,031 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,289,808 | 13,271 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,244,795 | 13,220 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,256,543 | 13,475 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,093,642 | 13,391 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,103,453 | 12,921 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $1,120,152 | 12,758 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,092,847 | 12,854 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $595,103 | 7,532 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $960,485 | 12,628 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,126,586 | 12,890 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,199,613 | 12,221 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,126,557 | 11,577 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,017,208 | 11,094 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $848,202 | 10,922 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $730,324 | 10,657 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $512,219 | 10,594 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $490,776 | 10,161 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $348,534 | 10,251 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||