Position in MS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$235,797
-$34,920 QoQ
Shares Held
1,128
-31.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,279
of 2,723 holders
Holding Since
Mar 2024
8 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, 2026Centurion Wealth Management LLC holds $1,396,853 across 4 Capital Markets names. MS ranks #4 (16.9% of the industry book) .
All Filings in MS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,797 | 1,128 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $270,717 | 1,645 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $299,315 | 1,686 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $265,304 | 1,669 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $238,053 | 1,690 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $192,855 | 1,653 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $207,815 | 1,653 | Shares | Sole | 2025-02-10 | |
| 2024-03-31 | $206,587 | 2,194 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||