Position in MS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$325,057
+$121,786 QoQ
Shares Held
1,555
+35.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#2,078
of 2,723 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Kellett Wealth Advisors, LLC holds $636,549 across 3 Capital Markets names. MS ranks #1 (51.1% of the industry book) .
All Filings in MS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $325,057 | 1,555 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $203,271 | 1,145 | Shares | Sole | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||