Position in MS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$73,372
-$759,516 QoQ
Shares Held
351
-93.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#2,536
of 2,723 holders
Holding Since
Dec 2020
22 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, 2026Addison Advisors LLC holds $786,543 across 5 Capital Markets names. MS ranks #3 (9.3% of the industry book) .
All Filings in MS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $73,372 | 351 | Shares | Other | 2026-08-10 | |
| 2026-03-31 | $832,888 | 5,061 | Shares | Other | 2026-05-08 | |
| 2025-12-31 | $906,290 | 5,105 | Shares | Other | 2026-02-06 | |
| 2025-09-30 | $811,490 | 5,105 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $717,540 | 5,094 | Shares | Other | 2025-08-07 | |
| 2025-03-31 | $589,183 | 5,050 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $633,376 | 5,038 | Shares | Other | 2025-02-04 | |
| 2024-09-30 | $528,392 | 5,069 | Shares | Other | 2024-11-04 | |
| 2024-06-30 | $504,220 | 5,188 | Shares | Other | 2024-08-05 | |
| 2024-03-31 | $461,759 | 4,904 | Shares | Other | 2024-05-06 | |
| 2023-12-31 | $450,023 | 4,826 | Shares | Other | 2024-02-02 | |
| 2023-09-30 | $376,334 | 4,608 | Shares | Other | 2023-11-07 | |
| 2023-06-30 | $391,729 | 4,587 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $380,963 | 4,339 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $356,063 | 4,188 | Shares | Other | 2023-02-07 | |
| 2022-09-30 | $319,753 | 4,047 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $222,095 | 2,920 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $265,171 | 3,034 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $174,332 | 1,776 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $22,575 | 232 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $21,272 | 232 | Shares | Sole | 2021-07-29 | |
| 2020-12-31 | $15,898 | 232 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||