Position in MS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$207,785
+$5,965 QoQ
Shares Held
994
-52.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,399
of 2,723 holders
Holding Since
Sep 2021
2 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, 2026Independent Wealth Network Inc. holds $207,785 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
994 | $207,785 |
All Filings in MS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,785 | 994 | Shares | Sole | 2026-07-20 | |
| 2021-09-30 | $201,820 | 2,074 | Shares | Sole | 2021-11-04 | |
| No filing history on record for this holder in this stock. | ||||||