Position in MS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$837,205
+$252,159 QoQ
Shares Held
4,005
+12.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#486
of 1,023 holders
Holding Since
Jun 2023
13 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, 2026Pine Valley Investments Ltd Liability Co holds $13,314,025 across 5 Capital Markets names. MS ranks #4 (6.3% of the industry book) .
All Filings in MS
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $837,205 | 4,005 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $585,046 | 3,555 | Shares | Sole | 2026-06-08 | |
| 2025-12-31 | $501,522 | 2,825 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $452,082 | 2,844 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $368,489 | 2,616 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $283,391 | 2,429 | Shares | Sole | 2026-02-17 | |
| 2024-12-31 | $319,328 | 2,540 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $264,456 | 2,537 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $241,225 | 2,482 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $270,992 | 2,878 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $284,972 | 3,056 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $211,525 | 2,590 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $212,304 | 2,486 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||