Position in MS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$303,735
+$64,615 QoQ
Shares Held
1,453
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#2,126
of 2,723 holders
Holding Since
Mar 2020
13 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, 2026LIBERTY WEALTH MANAGEMENT LLC holds $1,517,034 across 3 Capital Markets names. MS ranks #2 (20.0% of the industry book) .
All Filings in MS
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,735 | 1,453 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $239,120 | 1,453 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $298,250 | 1,680 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $245,911 | 1,547 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $233,405 | 1,657 | Shares | Sole | 2025-08-01 | |
| 2023-03-31 | $304,402 | 3,467 | Shares | Sole | 2023-05-03 | |
| 2021-09-30 | $9,730 | 100 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,134 | 56 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $8,231 | 106 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $7,264 | 106 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $5,076 | 105 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $5,023 | 104 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $1,020 | 30 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||