Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$279,695
-$17,189 QoQ
Shares Held
1,338
-25.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#2,177
of 2,723 holders
Holding Since
Dec 2023
11 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, 2026SEVEN MILE ADVISORY holds $1,888,677 across 3 Capital Markets names. MS ranks #3 (14.8% of the industry book) .
All Filings in MS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,695 | 1,338 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $296,884 | 1,804 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $596,855 | 3,362 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $685,117 | 4,310 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $422,580 | 3,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $343,593 | 2,945 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $358,176 | 2,849 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $306,569 | 2,941 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $280,490 | 2,886 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $242,273 | 2,573 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $213,262 | 2,287 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||