Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$320,249
+$104,663 QoQ
Shares Held
1,532
+16.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#2,091
of 2,722 holders
Holding Since
Jun 2025
4 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, 2026TWIN PEAKS WEALTH ADVISORS, LLC holds $1,429,073 across 3 Capital Markets names. MS ranks #3 (22.4% of the industry book) .
All Filings in MS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,249 | 1,532 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $215,586 | 1,310 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $237,002 | 1,335 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $145,649 | 1,034 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||