Position in MS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$434,385
+$82,535 QoQ
Shares Held
2,078
-2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,888
of 2,723 holders
Holding Since
Dec 2024
7 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, 2026Pines Wealth Management, LLC holds $2,694,635 across 3 Capital Markets names. MS ranks #2 (16.1% of the industry book) .
All Filings in MS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $434,385 | 2,078 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $351,850 | 2,138 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $431,042 | 2,428 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $422,038 | 2,655 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $354,544 | 2,517 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $315,125 | 2,701 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $404,315 | 3,216 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||