Position in MS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,353,115
+$287,854 QoQ
Shares Held
6,473
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,255
of 2,722 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, 2026FOSTER DYKEMA CABOT & PARTNERS, LLC holds $39,637,438 across 4 Capital Markets names. MS ranks #2 (3.4% 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 | $1,353,115 | 6,473 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,065,261 | 6,473 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,149,151 | 6,473 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,063,760 | 6,692 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $909,392 | 6,456 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $632,234 | 5,419 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $686,682 | 5,462 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $569,358 | 5,462 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $482,839 | 4,968 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $467,786 | 4,968 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $463,266 | 4,968 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||