Position in MS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$341,780
+$78,468 QoQ
Shares Held
1,635
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,045
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, 2026NATURAL INVESTMENTS, LLC holds $1,165,186 across 3 Capital Markets names. MS ranks #2 (29.3% 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 | $341,780 | 1,635 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $263,312 | 1,600 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $221,379 | 1,247 | Shares | Sole | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||