Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$108,073
+$22,991 QoQ
Shares Held
517
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,493
of 2,723 holders
Holding Since
Sep 2022
15 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, 2026Delos Wealth Advisors, LLC holds $136,557 across 4 Capital Markets names. MS ranks #1 (79.1% of the industry book) .
All Filings in MS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $108,073 | 517 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $85,082 | 517 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $94,268 | 531 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $84,407 | 531 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $74,796 | 531 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $25,144 | 200 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $20,848 | 200 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $19,923 | 205 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $19,302 | 205 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $37,579 | 403 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $245 | 3 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $256 | 3 | Shares | Sole | 2023-09-05 | |
| 2023-03-31 | $263 | 3 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $255 | 3 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $237 | 3 | Shares | Sole | 2022-11-15 | |
| No filing history on record for this holder in this stock. | ||||||