Position in MS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$23,412
+$21,273 QoQ
Shares Held
112
+761.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#2,640
of 2,722 holders
Holding Since
Dec 2023
9 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, 2026POM Investment Strategies, LLC holds $32,614 across 3 Capital Markets names. MS ranks #1 (71.8% of the industry book) .
All Filings in MS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,412 | 112 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $2,139 | 13 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,840 | 16 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $2,450 | 21 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,640 | 21 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,189 | 21 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $25,463 | 262 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,977 | 21 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,958 | 21 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||