Position in MS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$10,452
+$2,224 QoQ
Shares Held
50
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,676
of 2,722 holders
Holding Since
Dec 2024
7 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, 2026Tidemark, LLC holds $162,000 across 8 Capital Markets names. MS ranks #6 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
61 | $61,693 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
349 | $30,376 | |
| 3 | EVR |
Evercore Inc.
|
68 | $23,217 | |
| 4 | IREN |
IREN Ltd
|
300 | $13,719 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
106 | $10,629 | |
| 6 | MS |
Morgan Stanley
This page
|
50 | $10,452 | |
| 7 | HLI |
Houlihan Lokey, Inc.
|
51 | $6,840 | |
| 8 | SCHW |
Schwab Charles Corp
|
55 | $5,074 |
All Filings in MS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,452 | 50 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $8,228 | 50 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $11,539 | 65 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $12,239 | 77 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $10,846 | 77 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,483 | 47 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $5,908 | 47 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||