Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,344
+$711 QoQ
Shares Held
16
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,704
of 2,723 holders
Holding Since
Mar 2023
5 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, 2026Imprint Wealth LLC holds $197,469 across 5 Capital Markets names. MS ranks #5 (1.7% of the industry book) .
All Filings in MS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,344 | 16 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,633 | 16 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $16,865 | 95 | Shares | Sole | 2026-02-17 | |
| 2023-06-30 | $338,013 | 3,958 | Shares | Sole | 2023-08-17 | |
| 2023-03-31 | $346,546 | 3,947 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||