Position in MS
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$452,571
+$98,252 QoQ
Shares Held
2,165
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,857
of 2,723 holders
Holding Since
Mar 2021
14 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, 2026Canvas Wealth Advisors, LLC holds $5,469,174 across 4 Capital Markets names. MS ranks #3 (8.3% of the industry book) .
All Filings in MS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $452,571 | 2,165 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $354,319 | 2,153 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $377,783 | 2,128 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $344,148 | 2,165 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $302,285 | 2,146 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $227,389 | 1,949 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $238,993 | 1,901 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $275,610 | 2,644 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $208,472 | 2,145 | Shares | Sole | 2024-08-01 | |
| 2022-06-30 | $216,847 | 2,851 | Shares | Sole | 2022-07-25 | |
| 2021-12-31 | $437,891 | 4,461 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $395,857 | 4,068 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $368,410 | 4,018 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $260,549 | 3,355 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||