Position in MS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$239,768
+$26,321 QoQ
Shares Held
1,147
-11.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#2,270
of 2,723 holders
Holding Since
Dec 2025
3 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, 2026OBSIDIAN CIO, LLC holds $1,074,389 across 3 Capital Markets names. MS ranks #2 (22.3% of the industry book) .
All Filings in MS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,768 | 1,147 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $213,447 | 1,297 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $127,289 | 717 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||