Position in MS
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$1,888,676
+$368,543 QoQ
Shares Held
9,035
-2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#1,100
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, 2026Strait & Sound Wealth Management LLC holds $4,392,469 across 3 Capital Markets names. MS ranks #2 (43.0% 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 | $1,888,676 | 9,035 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $1,520,133 | 9,237 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,622,801 | 9,141 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,413,472 | 8,892 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,250,695 | 8,879 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,020,512 | 8,747 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $729,427 | 5,802 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $584,786 | 5,610 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $447,171 | 4,601 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $280,314 | 2,977 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $283,853 | 3,044 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $258,812 | 3,169 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $267,216 | 3,129 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $294,744 | 3,357 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $271,893 | 3,198 | Shares | Sole | 2023-02-17 | |
| No filing history on record for this holder in this stock. | ||||||