Position in MS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$624,611
+$126,294 QoQ
Shares Held
2,988
-1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,664
of 2,723 holders
Holding Since
Dec 2022
12 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, 2026VIAWEALTH, LLC holds $1,831,317 across 3 Capital Markets names. MS ranks #2 (34.1% of the industry book) .
All Filings in MS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $624,611 | 2,988 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $498,317 | 3,028 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $546,437 | 3,078 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $522,501 | 3,287 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $456,527 | 3,241 | Shares | Sole | 2025-08-12 | |
| 2024-06-30 | $289,626 | 2,980 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $279,466 | 2,968 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $314,252 | 3,370 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $371,435 | 4,548 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $410,347 | 4,805 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $499,845 | 5,693 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $589,018 | 6,928 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||