Position in MS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$771,566
+$242,474 QoQ
Shares Held
3,691
+14.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,559
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, 2026EVERPAR ADVISORS LLC holds $3,793,821 across 6 Capital Markets names. MS ranks #3 (20.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,253 | $1,267,246 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
9,021 | $785,187 | |
| 3 | MS |
Morgan Stanley
This page
|
3,691 | $771,566 | |
| 4 | SCHW |
Schwab Charles Corp
|
4,568 | $421,489 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
2,881 | $288,906 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
921 | $259,427 |
All Filings in MS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $771,566 | 3,691 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $529,092 | 3,215 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $549,810 | 3,097 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $463,050 | 2,913 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $411,592 | 2,922 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $325,159 | 2,787 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $380,554 | 3,027 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $290,204 | 2,784 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $463,596 | 4,770 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $467,127 | 4,961 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $901,261 | 9,665 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||