Position in MS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$999,420
+$258,033 QoQ
Shares Held
4,781
+6.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,399
of 2,718 holders
Holding Since
Mar 2021
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, 2026Continuum Advisory, LLC holds $4,058,276 across 18 Capital Markets names. MS ranks #2 (24.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IREN |
IREN Ltd
|
30,211 | $1,381,549 | |
| 2 | MS |
Morgan Stanley
This page
|
4,781 | $999,420 | |
| 3 | CRCL |
Circle Internet Group, Inc.
|
9,410 | $589,348 | |
| 4 | GS |
Goldman Sachs Group Inc
|
479 | $484,446 | |
| 5 | SCHW |
Schwab Charles Corp
|
4,966 | $458,212 | |
| 6 | BMNR |
Bitmine Immersion Technologies, Inc.
|
3,969 | $52,827 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
400 | $40,112 | |
| 8 | LAZ |
Lazard, Inc.
|
325 | $13,630 |
All Filings in MS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $999,420 | 4,781 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $741,387 | 4,505 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $815,395 | 4,593 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $804,178 | 5,059 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $594,288 | 4,219 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $456,179 | 3,910 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $457,369 | 3,638 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $370,156 | 3,551 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $307,217 | 3,161 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $282,197 | 2,997 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $422,515 | 4,531 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $360,246 | 4,411 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $357,826 | 4,190 | Shares | Sole | 2023-12-13 | |
| 2023-03-31 | $365,862 | 4,167 | Shares | Sole | 2023-12-13 | |
| 2022-12-31 | $315,339 | 3,709 | Shares | Sole | 2023-12-13 | |
| 2022-09-30 | $285,226 | 3,610 | Shares | Sole | 2023-12-13 | |
| 2022-06-30 | $251,530 | 3,307 | Shares | Sole | 2023-12-13 | |
| 2022-03-31 | $298,121 | 3,411 | Shares | Sole | 2023-12-13 | |
| 2021-12-31 | $269,449 | 2,745 | Shares | Sole | 2023-12-13 | |
| 2021-09-30 | $259,720 | 2,669 | Shares | Sole | 2023-12-13 | |
| 2021-06-30 | $240,961 | 2,628 | Shares | Sole | 2023-12-13 | |
| 2021-03-31 | $216,283 | 2,785 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||