Position in MS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,380,082
+$249,487 QoQ
Shares Held
6,602
-3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,247
of 2,723 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Signal Advisors Wealth, LLC holds $5,732,252 across 3 Capital Markets names. MS ranks #2 (24.1% of the industry book) .
All Filings in MS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,380,082 | 6,602 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,130,595 | 6,870 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,122,167 | 6,321 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $538,874 | 3,390 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $522,590 | 3,710 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $440,662 | 3,777 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $243,896 | 1,940 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||