Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$710,526
+$262,073 QoQ
Shares Held
3,399
+24.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,594
of 2,723 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Naviter Wealth, LLC holds $8,558,056 across 4 Capital Markets names. MS ranks #2 (8.3% of the industry book) .
All Filings in MS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $710,526 | 3,399 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $448,453 | 2,725 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $474,715 | 2,674 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $536,966 | 3,378 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $397,788 | 2,824 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $312,442 | 2,678 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $326,872 | 2,600 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $271,024 | 2,600 | Shares | Sole | 2024-10-16 | |
| No filing history on record for this holder in this stock. | ||||||