AM INVESTMENT STRATEGIES LLC

Position in MS — Morgan Stanley

CIK 1818897 CHATTANOOGA, TN

Position in MS

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$4,710,298

+$1,018,664 QoQ

Shares Held

22,533

+0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.98%

of 13F equity value

Holder Rank

#763

of 2,723 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

AM INVESTMENT STRATEGIES LLC holds $13,066,960 across 5 Capital Markets names. MS ranks #2 (36.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	6,479	$6,552,666
2	MS	Morgan Stanley This page	22,533	$4,710,298
3	CLSK	Cleanspark, Inc.	53,400	$776,970
4	BMNR	Bitmine Immersion Technologies, Inc.	41,311	$549,849
5	MARA	MARA Holdings, Inc.	34,354	$477,177

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,710,298	22,533	+0.5%	Shares	Sole	2026-07-16
2026-03-31	$3,691,634	22,432	+1.3%	Shares	Sole	2026-04-29
2025-12-31	$3,929,981	22,137	-0.3%	Shares	Sole	2026-02-05
2025-09-30	$3,528,912	22,200	+0.6%	Shares	Sole	2025-10-30
2025-06-30	$3,108,639	22,069	+0.6%	Shares	Sole	2025-07-15
2025-03-31	$2,558,806	21,932	+5.4%	Shares	Sole	2025-05-07
2024-12-31	$2,617,238	20,818	+0.6%	Shares	Sole	2025-01-21
2024-09-30	$2,156,934	20,692	+0.8%	Shares	Sole	2024-10-29
2024-06-30	$1,994,921	20,526	+0.7%	Shares	Sole	2024-07-29
2024-03-31	$1,918,415	20,374	+0.9%	Shares	Sole	2024-05-02
2023-12-31	$1,883,370	20,197	+21.3%	Shares	Sole	2024-02-02
2023-09-30	$1,359,805	16,650	+0.8%	Shares	Sole	2023-10-25
2023-06-30	$1,410,466	16,516	+1.3%	Shares	Sole	2023-07-26
2023-03-31	$1,431,491	16,304	+0.7%	Shares	Sole	2023-04-21
2022-12-31	$1,377,068	16,197	+0.7%	Shares	Sole	2023-02-03
2022-09-30	$1,270,559	16,081	+0.7%	Shares	Sole	2022-11-07
2022-06-30	$1,214,373	15,966	+5.2%	Shares	Sole	2022-07-21
2022-03-31	$1,326,469	15,177	+3.1%	Shares	Sole	2022-05-06
2021-12-31	$1,445,406	14,725	+0.6%	Shares	Sole	2022-02-02
2021-09-30	$1,424,229	14,636	+0.6%	Shares	Sole	2021-10-28
2021-06-30	$1,334,272	14,552	+0.4%	Shares	Sole	2021-07-15
2021-03-31	$1,126,147	14,501	+0.4%	Shares	Sole	2021-04-26
2020-12-31	$989,847	14,444	+14.1%	Shares	Sole	2021-02-05
2020-09-30	$612,159	12,661	—	Shares	Sole	2020-10-27
No filing history on record for this holder in this stock.