Position in MS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$267,780
-$11,001 QoQ
Shares Held
1,281
-24.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,201
of 2,722 holders
Holding Since
Mar 2025
6 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, 2026Leeward Financial Partners, LLC holds $9,103,777 across 3 Capital Markets names. MS ranks #3 (2.9% 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 | $267,780 | 1,281 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $278,781 | 1,694 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $315,470 | 1,777 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $314,422 | 1,978 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $278,198 | 1,975 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $236,723 | 2,029 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||