Position in MS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$443,791
+$94,409 QoQ
Shares Held
2,123
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,873
of 2,723 holders
Holding Since
Mar 2025
6 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, 2026Manske Wealth Management holds $806,222 across 3 Capital Markets names. MS ranks #1 (55.0% of the industry book) .
All Filings in MS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $443,791 | 2,123 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $349,382 | 2,123 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $370,682 | 2,088 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $334,451 | 2,104 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $296,369 | 2,104 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $208,139 | 1,784 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||