Position in MS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,479,794
+$280,573 QoQ
Shares Held
7,079
-2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.35%
of 13F equity value
Holder Rank
#1,216
of 2,723 holders
Holding Since
Sep 2024
8 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, 2026Paladin Wealth, LLC holds $3,215,422 across 3 Capital Markets names. MS ranks #2 (46.0% of the industry book) .
All Filings in MS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,479,794 | 7,079 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,199,221 | 7,287 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,363,607 | 7,681 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,334,151 | 8,393 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,234,074 | 8,761 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $1,030,662 | 8,834 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,013,177 | 8,059 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $879,574 | 8,438 | Shares | Sole | 2024-10-11 | |
| No filing history on record for this holder in this stock. | ||||||