Position in MS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$23,203
+$7,076 QoQ
Shares Held
111
+13.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,642
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, 2026Morton Brown Family Wealth, LLC holds $107,003 across 5 Capital Markets names. MS ranks #2 (21.7% of the industry book) .
All Filings in MS
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,203 | 111 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $16,127 | 98 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $17,397 | 98 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $15,578 | 98 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $19,016 | 135 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $18,083 | 155 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $14,834 | 118 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $12,300 | 118 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $11,468 | 118 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $9,227 | 98 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $9,138 | 98 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $8,003 | 98 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $8,369 | 98 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $8,604 | 98 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $8,331 | 98 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $7,742 | 98 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $7,453 | 98 | Shares | Sole | 2022-07-21 | |
| 2021-12-31 | $3,042 | 31 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||