Position in MS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$303,317
+$64,526 QoQ
Shares Held
1,451
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.81%
of 13F equity value
Holder Rank
#2,128
of 2,723 holders
Holding Since
Dec 2024
7 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, 2026Longview Financial Advisors LLC holds $563,888 across 3 Capital Markets names. MS ranks #1 (53.8% of the industry book) .
All Filings in MS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,317 | 1,451 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $238,791 | 1,451 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $257,596 | 1,451 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $219,841 | 1,383 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $194,809 | 1,383 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $161,354 | 1,383 | Shares | Sole | 2025-08-06 | |
| 2024-12-31 | $173,870 | 1,383 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||