Heritage Family Offices, LLP

Family Office

Position in MS — Morgan Stanley

CIK 2019316 SCOTTSDALE, AZ

Position in MS

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$451,526

+$217,014 QoQ

Shares Held

2,160

+51.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#1,853

of 2,716 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Heritage Family Offices, LLP holds $1,999,553 across 3 Capital Markets names. MS ranks #3 (22.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	972	$983,051
2	IBKR	Interactive Brokers Group, Inc.	6,491	$564,976
3	MS	Morgan Stanley This page	2,160	$451,526

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$451,526	2,160	+51.6%	Shares	Sole	2026-07-29
2026-03-31	$234,512	1,425	—	Shares	Sole	2026-04-08
No filing history on record for this holder in this stock.