Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$434,385
+$112,157 QoQ
Shares Held
2,078
+6.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,889
of 2,723 holders
Holding Since
Jun 2025
5 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, 2026Legacy Capital Wealth Partners, LLC holds $1,382,089 across 4 Capital Markets names. MS ranks #1 (31.4% of the industry book) .
All Filings in MS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $434,385 | 2,078 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $322,228 | 1,958 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $320,264 | 1,804 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $299,003 | 1,881 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $239,039 | 1,697 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||