Position in MS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$717,425
+$242,312 QoQ
Shares Held
3,432
+18.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#1,590
of 2,723 holders
Holding Since
Dec 2025
3 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, 202655 North Private Wealth, LLC holds $2,174,790 across 4 Capital Markets names. MS ranks #2 (33.0% of the industry book) .
All Filings in MS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $717,425 | 3,432 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $475,113 | 2,887 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $504,362 | 2,841 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||