Position in MS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,534,610
+$652,259 QoQ
Shares Held
12,125
+6.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#993
of 2,723 holders
Holding Since
Dec 2023
11 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, 2026Premier Path Wealth Partners, LLC holds $7,540,358 across 5 Capital Markets names. MS ranks #2 (33.6% of the industry book) .
All Filings in MS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,534,610 | 12,125 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,882,351 | 11,438 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,928,153 | 10,861 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,603,906 | 10,090 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,420,009 | 10,081 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,111,515 | 9,527 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,266,251 | 10,072 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,078,154 | 10,343 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,033,615 | 10,635 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,204,023 | 12,787 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,220,083 | 13,084 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||