Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$364,356
-$103,022 QoQ
Shares Held
1,743
-38.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#2,013
of 2,722 holders
Holding Since
Sep 2024
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, 2026EARNED WEALTH ADVISORS, LLC holds $1,842,754 across 3 Capital Markets names. MS ranks #3 (19.8% 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 | $364,356 | 1,743 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $467,378 | 2,840 | Shares | Sole | 2026-05-07 | |
| 2025-09-30 | $364,972 | 2,296 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $220,023 | 1,562 | Shares | Sole | 2025-08-04 | |
| 2024-09-30 | $36,275 | 348 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||