Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$567,961
+$113,419 QoQ
Shares Held
2,717
-1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#1,718
of 2,723 holders
Holding Since
Jun 2024
9 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, 2026Meadow Creek Wealth Advisors LLC holds $1,192,608 across 3 Capital Markets names. MS ranks #1 (47.6% of the industry book) .
All Filings in MS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $567,961 | 2,717 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $454,542 | 2,762 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $490,337 | 2,762 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $439,047 | 2,762 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $394,267 | 2,799 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $318,509 | 2,730 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $323,980 | 2,577 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $258,619 | 2,481 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $207,500 | 2,135 | Shares | Sole | 2024-07-17 | |
| No filing history on record for this holder in this stock. | ||||||