Position in MS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$479,746
+$229,600 QoQ
Shares Held
2,295
+51.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,818
of 2,723 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026SUMMIT WEALTH GROUP LLC / CO holds $1,482,035 across 3 Capital Markets names. MS ranks #2 (32.4% of the industry book) .
All Filings in MS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $479,746 | 2,295 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $250,146 | 1,520 | Shares | Sole | 2026-04-23 | |
| 2025-09-30 | $1,144,194 | 7,198 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||