CVA Family Office, LLC

Family Office

Position in MS — Morgan Stanley

CIK 1802084 DENVER, CO

Position in MS

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,806,314

+$395,291 QoQ

Shares Held

8,641

+0.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

#1,122

of 2,723 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CVA Family Office, LLC holds $4,583,386 across 24 Capital Markets names. MS ranks #1 (39.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	8,641	$1,806,314
2	GS	Goldman Sachs Group Inc	1,313	$1,327,928
3	SCHW	Schwab Charles Corp	8,211	$757,628
4	IBKR	Interactive Brokers Group, Inc.	3,986	$346,941
5	HOOD	Robinhood Markets, Inc.	1,649	$165,361
6	EVR	Evercore Inc.	108	$36,875
7	LPLA	LPL Financial Holdings Inc.	76	$21,407
8	JEF	Jefferies Financial Group Inc.	355	$17,742

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,806,314	8,641	+0.8%	Shares	Sole	2026-08-07
2026-03-31	$1,411,023	8,574	+7.8%	Shares	Sole	2026-04-29
2025-12-31	$1,411,363	7,950	+0.2%	Shares	Sole	2026-01-12
2025-09-30	$1,260,870	7,932	+0.5%	Shares	Sole	2025-10-30
2025-06-30	$1,112,230	7,896	+5.3%	Shares	Sole	2025-07-31
2025-03-31	$874,558	7,496	+3.6%	Shares	Sole	2025-04-16
2024-12-31	$909,835	7,237	+179.0%	Shares	Sole	2025-01-07
2024-09-30	$270,398	2,594	-2.6%	Shares	Sole	2024-10-10
2024-06-30	$258,816	2,663	+2.1%	Shares	Sole	2024-07-10
2024-03-31	$245,663	2,609	+1.2%	Shares	Sole	2024-04-10
2023-12-31	$240,305	2,577	-48.8%	Shares	Sole	2024-01-16
2023-09-30	$410,718	5,029	-5.5%	Shares	Sole	2023-10-11
2023-06-30	$454,413	5,321	-0.5%	Shares	Sole	2023-07-10
2023-03-31	$469,730	5,350	+6.5%	Shares	Sole	2023-04-27
2022-12-31	$427,140	5,024	-3.0%	Shares	Sole	2023-02-22
2022-09-30	$409,113	5,178	+29.7%	Shares	Sole	2022-11-22
2022-06-30	$303,707	3,993	+33.2%	Shares	Sole	2022-07-11
2022-03-31	$262,025	2,998	+7.1%	Shares	Sole	2022-04-22
2021-12-31	$274,651	2,798	+129.0%	Shares	Sole	2022-01-25
2021-09-30	$118,912	1,222	-56.9%	Shares	Sole	2021-10-12
2021-06-30	$260,216	2,838	+74.0%	Shares	Sole	2021-07-13
2021-03-31	$126,663	1,631	+48.7%	Shares	Sole	2021-04-14
2020-12-31	$75,177	1,097	-10.2%	Shares	Sole	2021-01-15
2020-09-30	$59,083	1,222	-10.9%	Shares	Sole	2020-10-27
2020-06-30	$66,267	1,372	—	Shares	Sole	2020-07-31
No filing history on record for this holder in this stock.