Position in MS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$442,537
+$96,118 QoQ
Shares Held
2,117
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,875
of 2,723 holders
Holding Since
Jun 2021
15 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, 2026Clear Creek Financial Management, LLC holds $2,206,597 across 5 Capital Markets names. MS ranks #4 (20.1% of the industry book) .
All Filings in MS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $442,537 | 2,117 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $346,419 | 2,105 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $458,382 | 2,582 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $415,839 | 2,616 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $359,474 | 2,552 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $287,591 | 2,465 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $270,800 | 2,154 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $233,601 | 2,241 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $214,401 | 2,206 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $204,892 | 2,176 | Shares | Sole | 2024-04-26 | |
| 2022-12-31 | $238,056 | 2,800 | Shares | Sole | 2023-01-24 | |
| 2022-03-31 | $231,610 | 2,650 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $260,124 | 2,650 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $243,275 | 2,500 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $229,225 | 2,500 | Shares | Sole | 2021-07-30 | |
| No filing history on record for this holder in this stock. | ||||||