Position in MS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$3,559,742
+$809,613 QoQ
Shares Held
17,029
+1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.58%
of 13F equity value
Holder Rank
#860
of 2,723 holders
Holding Since
Dec 2024
4 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, 2026Cornerstone Planning, LLC holds $8,183,611 across 3 Capital Markets names. MS ranks #2 (43.5% of the industry book) .
All Filings in MS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,559,742 | 17,029 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,750,129 | 16,711 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,604,214 | 20,302 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $290,161 | 2,308 | Shares | Sole | 2025-04-01 | |
| No filing history on record for this holder in this stock. | ||||||