Position in MS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$405,955
+$101,501 QoQ
Shares Held
1,942
+5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,936
of 2,723 holders
Holding Since
Jun 2025
5 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, 2026Walkner Condon Financial Advisors LLC holds $1,357,155 across 4 Capital Markets names. MS ranks #2 (29.9% of the industry book) .
All Filings in MS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $405,955 | 1,942 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $304,454 | 1,850 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $319,376 | 1,799 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $268,324 | 1,688 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $224,812 | 1,596 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||