Position in MS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$215,938
+$113,783 QoQ
Shares Held
1,033
+5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,355
of 2,723 holders
Holding Since
Mar 2024
4 quarters on record
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Gilliland Jeter Wealth Management LLC holds $634,645 across 2 Capital Markets names. MS ranks #2 (34.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
414 | $418,707 | |
| 2 | MS |
Morgan Stanley
This page
|
1,033 | $215,938 |
All Filings in MS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,938 | 1,033 | Shares | Sole | 2026-07-29 | |
| 2024-09-30 | $102,155 | 980 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $95,246 | 980 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $92,276 | 980 | Shares | Sole | 2024-05-02 | |
| No filing history on record for this holder in this stock. | ||||||