Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,035,166
+$656,655 QoQ
Shares Held
0
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,374
of 2,723 holders
Holding Since
Mar 2024
10 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, 2026Prairie Wealth Advisors, Inc. holds $2,031,710 across 4 Capital Markets names. MS ranks #1 (51.0% of the industry book) .
All Filings in MS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,035,166 | 0 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $378,511 | 0 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $408,319 | 0 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $365,608 | 2,300 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $323,978 | 2,300 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $268,341 | 2,300 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $289,156 | 2,300 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $239,752 | 2,300 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $254,832 | 2,622 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $246,228 | 2,615 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||