Position in MS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$940,680
+$200,115 QoQ
Shares Held
4,500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,441
of 2,723 holders
Holding Since
Dec 2021
19 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, 2026EAGLE ROCK INVESTMENT COMPANY, LLC holds $7,786,614 across 5 Capital Markets names. MS ranks #4 (12.1% of the industry book) .
All Filings in MS
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $940,680 | 4,500 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $740,565 | 4,500 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $798,885 | 4,500 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $953,760 | 6,000 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $845,160 | 6,000 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $700,020 | 6,000 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $754,320 | 6,000 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $625,440 | 6,000 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $583,140 | 6,000 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $564,960 | 6,000 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $559,500 | 6,000 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $490,020 | 6,000 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $768,600 | 9,000 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $790,200 | 9,000 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $765,180 | 9,000 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $790,100 | 10,000 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $760,600 | 10,000 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $874,000 | 10,000 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $981,600 | 10,000 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||