Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$322,548
New position
Shares Held
1,543
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#2,087
of 2,723 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Jun 30, 2026Collaborative Capital Advisors LLC holds $1,001,804 across 3 Capital Markets names. MS ranks #2 (32.2% of the industry book) .
All Filings in MS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $322,548 | 1,543 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||