Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$518,001
+$119,907 QoQ
Shares Held
2,478
+2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,768
of 2,723 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026GUARDIAN WEALTH ADVISORS, LLC / NC holds $3,370,573 across 3 Capital Markets names. MS ranks #2 (15.4% of the industry book) .
All Filings in MS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $518,001 | 2,478 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $398,094 | 2,419 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $442,582 | 2,493 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $398,353 | 2,506 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $279,607 | 1,985 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $238,590 | 2,045 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $259,234 | 2,062 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||