Position in MS
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,824,752
+$858,634 QoQ
Shares Held
11,088
+103.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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 Mar 31, 2026Gibbs Wealth Management holds $5,391,335 across 5 Capital Markets names. MS ranks #1 (33.8% of the industry book) .
All Filings in MS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,824,752 | 11,088 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $966,118 | 5,442 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $913,066 | 5,744 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $987,287 | 7,009 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $655,335 | 5,617 | Shares | Other | 2025-11-04 | |
| 2024-12-31 | $601,067 | 4,781 | Shares | Other | 2025-11-04 | |
| 2024-09-30 | $392,776 | 3,768 | Shares | Other | 2025-11-04 | |
| 2024-06-30 | $283,406 | 2,916 | Shares | Other | 2025-11-04 | |
| 2024-03-31 | $214,967 | 2,283 | Shares | Other | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||