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Equibles

Spartan Wealth Advisory Services LLC

Position in MS — Morgan Stanley

CIK 2075193 BINGHAM FARMS, MI
Back to MS Full portfolio

Position in MS

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$4,583,829
+$912,108 QoQ
Shares Held
21,928
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#777
of 2,738 holders
Holding Since
Mar 2026
2 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, 2026

Spartan Wealth Advisory Services LLC holds $11,769,431 across 6 Capital Markets names. MS ranks #2 (38.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GS
Goldman Sachs Group Inc
 5,081 $5,138,770
2 MS
Morgan Stanley
This page 		21,928 $4,583,829
3 CRCL
Circle Internet Group, Inc.
 16,305 $1,021,182
4 HOOD
Robinhood Markets, Inc.
 5,636 $565,178
5 IREN
IREN Ltd
 7,484 $342,243
6 ABTC
American Bitcoin Corp.
 11,574 $118,229

All Filings in MS

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,583,829 21,928
2026-03-31 $3,671,721 22,311