Position in MS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$597,018
+$389,331 QoQ
Shares Held
2,856
+126.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,689
of 2,723 holders
Holding Since
Mar 2023
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, 2026HBW ADVISORY SERVICES LLC holds $3,247,282 across 3 Capital Markets names. MS ranks #3 (18.4% of the industry book) .
All Filings in MS
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $597,018 | 2,856 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $207,687 | 1,262 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $215,343 | 1,213 | Shares | Sole | 2026-01-23 | |
| 2025-06-30 | $535,408 | 3,801 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $390,611 | 3,348 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $310,528 | 2,470 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $224,428 | 2,153 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $210,610 | 2,167 | Shares | Sole | 2024-07-05 | |
| 2024-03-31 | $292,272 | 3,104 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $289,448 | 3,104 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $407,859 | 4,994 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $306,842 | 3,593 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $236,708 | 2,696 | Shares | Sole | 2023-04-07 | |
| No filing history on record for this holder in this stock. | ||||||