Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$206,531
-$216,378 QoQ
Shares Held
988
-77.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,406
of 2,723 holders
Holding Since
Mar 2021
4 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, 2026Invst, LLC holds $2,171,259 across 3 Capital Markets names. MS ranks #2 (9.5% of the industry book) .
All Filings in MS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,531 | 988 | Shares | Sole | 2026-08-14 | |
| 2021-09-30 | $422,909 | 4,346 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $374,003 | 4,079 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $243,075 | 3,130 | Shares | Sole | 2021-06-23 | |
| No filing history on record for this holder in this stock. | ||||||