Position in MS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$533,261
+$113,443 QoQ
Shares Held
2,551
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,754
of 2,722 holders
Holding Since
Jun 2025
5 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, 2026BURLING WEALTH PARTNERS, LLC holds $2,816,832 across 3 Capital Markets names. MS ranks #2 (18.9% of the industry book) .
All Filings in MS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $533,261 | 2,551 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $419,818 | 2,551 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $474,715 | 2,674 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $395,015 | 2,485 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $567,665 | 4,030 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||