Position in MS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$863,962
+$183,795 QoQ
Shares Held
4,133
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#1,485
of 2,723 holders
Holding Since
Dec 2020
23 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, 2026Alliance Wealth Advisors, LLC holds $2,177,188 across 3 Capital Markets names. MS ranks #1 (39.7% of the industry book) .
All Filings in MS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $863,962 | 4,133 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $680,167 | 4,133 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $733,731 | 4,133 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $656,981 | 4,133 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $582,174 | 4,133 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $482,197 | 4,133 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $519,600 | 4,133 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $430,823 | 4,133 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $401,686 | 4,133 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $389,163 | 4,133 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $385,402 | 4,133 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $337,542 | 4,133 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $352,958 | 4,133 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $362,877 | 4,133 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $351,387 | 4,133 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $336,819 | 4,263 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $329,567 | 4,333 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $378,879 | 4,335 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $425,523 | 4,335 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $421,838 | 4,335 | Shares | Sole | 2022-01-18 | |
| 2021-06-30 | $397,476 | 4,335 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $336,656 | 4,335 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $331,342 | 4,835 | Shares | Sole | 2021-03-09 | |
| No filing history on record for this holder in this stock. | ||||||