Meramec Financial Planners, LLC

Position in MS — Morgan Stanley

CIK 2100778 SAINT LOUIS, MO

Position in MS

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$302,315

-$23,807 QoQ

Shares Held

1,837

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.64%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Meramec Financial Planners, LLC holds $3,248,652 across 6 Capital Markets names. MS ranks #2 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SF	Stifel Financial Corp	37,533	$2,774,439
2	MS	Morgan Stanley This page	1,837	$302,315
3	IREN	IREN Ltd	3,640	$124,779
4	SLNH	Soluna Holdings, Inc	38,659	$27,447
5	CRCL	Circle Internet Group, Inc.	153	$14,597
6	GS	Goldman Sachs Group Inc	6	$5,075

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$302,315	1,837	0.0%	Shares	Sole	2026-04-27
2025-12-31	$326,122	1,837	—	Shares	Sole	2026-02-10
No filing history on record for this holder in this stock.