Position in MS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$59,576
+$12,674 QoQ
Shares Held
285
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,560
of 2,723 holders
Holding Since
Dec 2021
18 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, 2026MILLER WEALTH ADVISORS, LLC holds $495,013 across 5 Capital Markets names. MS ranks #3 (12.0% of the industry book) .
All Filings in MS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,576 | 285 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $46,902 | 285 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $50,596 | 285 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $45,303 | 285 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $40,145 | 285 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $33,250 | 285 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $35,830 | 285 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $29,708 | 285 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $27,699 | 285 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $26,835 | 285 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $26,576 | 285 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $23,275 | 285 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $24,339 | 285 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $10 | 212 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $38,259 | 450 | Shares | Sole | 2023-01-26 | |
| 2022-06-30 | $34,607 | 455 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $44,574 | 510 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $22,086 | 225 | Shares | Sole | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||