Atlantic Edge Private Wealth Management, LLC
Position in MS — Morgan Stanley
CIK 2011145
JACKSONVILLE, FL
Position in MS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$89,887
+$19,122 QoQ
Shares Held
430
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,516
of 2,723 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Atlantic Edge Private Wealth Management, LLC holds $815,117 across 6 Capital Markets names. MS ranks #3 (11.0% of the industry book) .
All Filings in MS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $89,887 | 430 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $70,765 | 430 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $76,337 | 430 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $68,352 | 430 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $42,962 | 305 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $29,750 | 255 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $32,058 | 255 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $26,581 | 255 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $24,783 | 255 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $24,010 | 255 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $23,778 | 255 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||