Position in MS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$351,395
+$122,644 QoQ
Shares Held
1,681
+20.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,035
of 2,722 holders
Holding Since
Dec 2025
3 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, 2026Drucker Wealth 3.0, LLC holds $3,174,189 across 5 Capital Markets names. MS ranks #4 (11.1% of the industry book) .
All Filings in MS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $351,395 | 1,681 | Shares | Other | 2026-07-13 | |
| 2026-03-31 | $228,751 | 1,390 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $250,672 | 1,412 | Shares | Other | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||