Position in MS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$318,158
+$67,683 QoQ
Shares Held
1,522
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,098
of 2,723 holders
Holding Since
Dec 2024
6 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, 2026CHANNEL WEALTH LLC holds $2,888,360 across 3 Capital Markets names. MS ranks #3 (11.0% of the industry book) .
All Filings in MS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $318,158 | 1,522 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $250,475 | 1,522 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $273,751 | 1,542 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $255,289 | 1,606 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $226,362 | 1,607 | Shares | Sole | 2025-07-09 | |
| 2024-12-31 | $201,277 | 1,601 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||