Position in MS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$90,096
+$19,331 QoQ
Shares Held
431
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#2,514
of 2,723 holders
Holding Since
Dec 2024
7 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, 2026VSM Wealth Advisory, LLC holds $280,242 across 5 Capital Markets names. MS ranks #2 (32.1% of the industry book) .
All Filings in MS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $90,096 | 431 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $70,765 | 430 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $76,159 | 429 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $68,034 | 428 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $60,147 | 427 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $91,002 | 780 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $97,935 | 779 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||