Position in MS
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$320,746
+$10,247 QoQ
Shares Held
1,949
+11.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Southland Equity Partners LLC holds $913,686 across 3 Capital Markets names. MS ranks #2 (35.1% 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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $320,746 | 1,949 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $310,499 | 1,749 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $279,769 | 1,760 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $242,138 | 1,719 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||