Position in MS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$539,114
+$204,544 QoQ
Shares Held
2,579
+26.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,745
of 2,722 holders
Holding Since
Dec 2020
16 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, 2026WD RUTHERFORD LLC holds $10,527,216 across 3 Capital Markets names. MS ranks #3 (5.1% of the industry book) .
All Filings in MS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $539,114 | 2,579 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $334,570 | 2,033 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $351,864 | 1,982 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $220,159 | 1,385 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $195,091 | 1,385 | Shares | Sole | 2025-07-17 | |
| 2024-06-30 | $69,490 | 715 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $106,871 | 1,135 | Shares | Sole | 2024-04-16 | |
| 2022-12-31 | $103,299 | 1,215 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $95,997 | 1,215 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $87,469 | 1,150 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $142,025 | 1,625 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $95,706 | 975 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $94,877 | 975 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $89,397 | 975 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $75,718 | 975 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $38,034 | 555 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||