Position in MS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$406,164
+$105,331 QoQ
Shares Held
1,943
+6.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,935
of 2,723 holders
Holding Since
Jun 2025
5 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, 2026BlackDiamond Wealth Management, LLC holds $1,182,086 across 3 Capital Markets names. MS ranks #2 (34.4% of the industry book) .
All Filings in MS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $406,164 | 1,943 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $300,833 | 1,828 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $327,187 | 1,843 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $292,486 | 1,840 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $253,970 | 1,803 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||