Position in MS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,221,838
+$260,750 QoQ
Shares Held
5,845
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,292
of 2,723 holders
Holding Since
Dec 2025
3 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, 2026Leelyn Smith, LLC holds $7,211,605 across 3 Capital Markets names. MS ranks #2 (16.9% of the industry book) .
All Filings in MS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,221,838 | 5,845 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $961,088 | 5,840 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $764,089 | 4,304 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||