Position in MS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,272,055
+$1,410,038 QoQ
Shares Held
10,869
+107.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,030
of 2,723 holders
Holding Since
Dec 2022
15 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, 2026MOSAIC FAMILY WEALTH PARTNERS, LLC holds $4,243,919 across 5 Capital Markets names. MS ranks #1 (53.5% of the industry book) .
All Filings in MS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,272,055 | 10,869 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $862,017 | 5,238 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $806,518 | 4,543 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $723,109 | 4,549 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $645,983 | 4,586 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $530,031 | 4,543 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $571,397 | 4,545 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $480,546 | 4,610 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $447,657 | 4,606 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $437,467 | 4,646 | Shares | Sole | 2024-06-13 | |
| 2023-12-31 | $448,719 | 4,812 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $384,665 | 4,710 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $402,234 | 4,710 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $413,538 | 4,710 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $408,096 | 4,800 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||