Meramec Financial Planners, LLC

Position in MS — Morgan Stanley

CIK 2100778 SAINT LOUIS, MO

Position in MS

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$349,723

+$47,408 QoQ

Shares Held

1,673

-8.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

#2,049

of 2,735 holders

Holding Since

Dec 2025

3 quarters on record

Financial Services · as of Jun 30, 2026

Meramec Financial Planners, LLC holds $3,202,696 across 6 Capital Markets names. MS ranks #2 (10.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SF	Stifel Financial Corp	37,533	$2,618,677
2	MS	Morgan Stanley This page	1,673	$349,723
3	IREN	IREN Ltd	3,640	$166,457
4	SLNH	Soluna Holdings, Inc	38,659	$52,189
5	CRCL	Circle Internet Group, Inc.	153	$9,582
6	GS	Goldman Sachs Group Inc	6	$6,068

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$349,723	1,673	-8.9%	Shares	Sole	2026-07-29
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.