Position in MS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,455,754
+$1,185,427 QoQ
Shares Held
6,964
+110.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.33%
of 13F equity value
Holder Rank
#1,223
of 2,723 holders
Holding Since
Jun 2023
3 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, 2026Owen LaRue, LLC holds $3,979,013 across 3 Capital Markets names. MS ranks #2 (36.6% of the industry book) .
All Filings in MS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,455,754 | 6,964 | Shares | Sole | 2026-07-22 | |
| 2023-09-30 | $270,327 | 3,310 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $389,082 | 4,556 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||