Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$227,226
+$186,084 QoQ
Shares Held
1,087
+334.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,308
of 2,723 holders
Holding Since
Dec 2022
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, 2026Destiny Wealth Partners, LLC holds $520,542 across 3 Capital Markets names. MS ranks #2 (43.7% 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 | $227,226 | 1,087 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $41,142 | 250 | Shares | Sole | 2026-05-11 | |
| 2022-12-31 | $935 | 11 | Shares | Sole | 2023-01-27 | |
| No filing history on record for this holder in this stock. | ||||||