Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,279,324
+$1,273,204 QoQ
Shares Held
6,120
+507.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,280
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, 2026LM Advisors LLC holds $6,501,580 across 4 Capital Markets names. MS ranks #2 (19.7% of the industry book) .
All Filings in MS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,279,324 | 6,120 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,120 | 1,007 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,116 | 1,086 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $970,291 | 6,104 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $859,809 | 6,104 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $669,569 | 5,739 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $719,244 | 5,721 | Shares | Sole | 2025-02-26 | |
| 2024-09-30 | $596,357 | 5,721 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,139,163 | 11,721 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,894,593 | 20,121 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,245,553 | 24,081 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||