Position in MS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$321,294
+$13,384 QoQ
Shares Held
1,537
-17.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#2,090
of 2,723 holders
Holding Since
Jun 2023
8 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, 2026LJI Wealth Management, LLC holds $935,110 across 3 Capital Markets names. MS ranks #2 (34.4% of the industry book) .
All Filings in MS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $321,294 | 1,537 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $307,910 | 1,871 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $332,158 | 1,871 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $256,243 | 1,612 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $263,549 | 1,871 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $218,289 | 1,871 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $235,222 | 1,871 | Shares | Sole | 2025-01-28 | |
| 2023-06-30 | $150,902 | 14,849 | Shares | Sole | 2024-02-02 | |
| No filing history on record for this holder in this stock. | ||||||