Position in MS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$361,639
+$88,618 QoQ
Shares Held
1,730
+4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#202
of 290 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 26.51646447140381.ToString("F0")%
Shared 0.ToString("F0")%
None 73.48353552859619.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Falcon Wealth Planning holds $1,167,930 across 3 Capital Markets names. MS ranks #2 (31.0% 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 | $361,639 | 1,730 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $273,021 | 1,659 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $265,407 | 1,495 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $200,766 | 1,263 | Shares | Sole | 2025-10-10 | |
| No filing history on record for this holder in this stock. | ||||||