Position in MS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$260,881
+$53,852 QoQ
Shares Held
1,248
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,217
of 2,722 holders
Holding Since
Sep 2024
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, 2026Lantz Financial LLC holds $571,277 across 2 Capital Markets names. MS ranks #2 (45.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
3,364 | $310,396 | |
| 2 | MS |
Morgan Stanley
This page
|
1,248 | $260,881 |
All Filings in MS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,881 | 1,248 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $207,029 | 1,258 | Shares | Sole | 2026-04-09 | |
| 2025-06-30 | $253,548 | 1,800 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $200,672 | 1,720 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $240,879 | 1,916 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $220,154 | 2,112 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||