Position in MS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,218,493
+$334,424 QoQ
Shares Held
5,829
+8.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,295
of 2,723 holders
Holding Since
Sep 2022
8 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026MBL Wealth, LLC holds $6,549,460 across 3 Capital Markets names. MS ranks #3 (18.6% of the industry book) .
All Filings in MS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,218,493 | 5,829 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $884,069 | 5,372 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $931,499 | 5,247 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $452,717 | 2,848 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $236,644 | 1,680 | Shares | Defined | 2025-07-22 | |
| 2024-12-31 | $234,216 | 1,863 | Shares | Defined | 2025-04-21 | |
| 2022-12-31 | $202,602 | 2,383 | Shares | Defined | 2023-01-12 | |
| 2022-09-30 | $218,225 | 2,762 | Shares | Defined | 2023-01-12 | |
| No filing history on record for this holder in this stock. | ||||||