Position in MS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$7,491,992
+$6,970,637 QoQ
Shares Held
35,840
+1031.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#633
of 2,723 holders
Holding Since
Mar 2025
6 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, 2026Elyxium Wealth, LLC holds $11,486,862 across 4 Capital Markets names. MS ranks #1 (65.2% of the industry book) .
All Filings in MS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,491,992 | 35,840 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $521,355 | 3,168 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $520,871 | 2,934 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $447,310 | 2,814 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $368,065 | 2,613 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $255,156 | 2,187 | Shares | Other | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||