Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$458,006
+$98,586 QoQ
Shares Held
2,191
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,846
of 2,723 holders
Holding Since
Sep 2022
8 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, 2026Peak Planning Group, LLC holds $2,650,030 across 3 Capital Markets names. MS ranks #3 (17.3% of the industry book) .
All Filings in MS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $458,006 | 2,191 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $359,420 | 2,184 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $385,417 | 2,171 | Shares | Sole | 2026-02-13 | |
| 2025-03-31 | $249,090 | 2,135 | Shares | Sole | 2026-06-24 | |
| 2024-12-31 | $268,412 | 2,135 | Shares | Sole | 2026-05-26 | |
| 2024-09-30 | $222,552 | 2,135 | Shares | Sole | 2026-06-24 | |
| 2024-06-30 | $211,193 | 2,173 | Shares | Sole | 2026-05-26 | |
| 2022-09-30 | $327,812 | 4,149 | Shares | Sole | 2026-05-26 | |
| No filing history on record for this holder in this stock. | ||||||