Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,295,933
+$701,158 QoQ
Shares Held
15,767
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#884
of 2,723 holders
Holding Since
Dec 2022
15 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, 2026Aspen Grove Capital, LLC holds $4,742,645 across 4 Capital Markets names. MS ranks #1 (69.5% of the industry book) .
All Filings in MS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,295,933 | 15,767 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,594,775 | 15,767 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,799,115 | 15,767 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,505,845 | 15,764 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,384,337 | 16,927 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,861,119 | 15,952 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,005,485 | 15,952 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,757,252 | 26,451 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,561,053 | 26,351 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,481,210 | 26,351 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,371,347 | 25,430 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,966,336 | 36,321 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,159,800 | 37,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,154,215 | 35,925 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,054,003 | 35,921 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||