Position in MS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,309,892
+$886,856 QoQ
Shares Held
11,050
+27.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,024
of 2,723 holders
Holding Since
Mar 2024
9 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, 2026Triad Wealth Partners, LLC holds $4,310,776 across 3 Capital Markets names. MS ranks #1 (53.6% of the industry book) .
All Filings in MS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,309,892 | 11,050 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,423,036 | 8,647 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,445,449 | 8,142 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,153,731 | 7,258 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $940,803 | 6,679 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $785,072 | 6,729 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $857,536 | 6,821 | Shares | Sole | 2025-02-06 | |
| 2024-06-30 | $401,977 | 4,136 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $381,065 | 4,047 | Shares | Sole | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||