Position in MS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$273,842
+$66,978 QoQ
Shares Held
1,310
+4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#2,189
of 2,723 holders
Holding Since
Sep 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Planned Solutions, Inc. holds $1,164,941 across 3 Capital Markets names. MS ranks #2 (23.5% of the industry book) .
All Filings in MS
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,842 | 1,310 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $206,864 | 1,257 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $223,155 | 1,257 | Shares | Sole | 2026-01-28 | |
| 2024-09-30 | $134,990 | 1,295 | Shares | Sole | 2024-10-09 | |
| 2024-03-31 | $238,224 | 2,530 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $235,922 | 2,530 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $206,625 | 2,530 | Shares | Sole | 2024-02-07 | |
| 2023-06-30 | $236,728 | 2,772 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $243,381 | 2,772 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $232,274 | 2,732 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $215,855 | 2,732 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $207,795 | 2,732 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $240,961 | 2,757 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $275,535 | 2,807 | Shares | Sole | 2022-02-03 | |
| 2021-06-30 | $252,789 | 2,757 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $214,108 | 2,757 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $96,764 | 1,412 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $65,369 | 1,352 | Shares | Sole | 2020-11-06 | |
| No filing history on record for this holder in this stock. | ||||||