Position in MS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$581,340
+$111,493 QoQ
Shares Held
2,781
-2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,703
of 2,723 holders
Holding Since
Mar 2023
10 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, 2026Werba Rubin Papier Wealth Management holds $1,936,672 across 5 Capital Markets names. MS ranks #2 (30.0% of the industry book) .
All Filings in MS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $581,340 | 2,781 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $469,847 | 2,855 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $451,636 | 2,544 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $337,154 | 2,121 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $288,481 | 2,048 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $200,905 | 1,722 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $219,381 | 1,745 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $220,780 | 2,118 | Shares | Sole | 2024-10-18 | |
| 2023-06-30 | $202,483 | 2,371 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $208,086 | 2,370 | Shares | Sole | 2023-04-26 | |
| No filing history on record for this holder in this stock. | ||||||