Clark Wealth Partners

Position in MS — Morgan Stanley

CIK 2107657 O'FALLON, IL

Position in MS

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$38,672

+$8,556 QoQ

Shares Held

185

+1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#2,586

of 2,716 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Clark Wealth Partners holds $215,431 across 5 Capital Markets names. MS ranks #3 (18.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	92	$93,046
2	SCHW	Schwab Charles Corp	552	$50,933
3	MS	Morgan Stanley This page	185	$38,672
4	LPLA	LPL Financial Holdings Inc.	100	$28,168
5	HOOD	Robinhood Markets, Inc.	46	$4,612

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$38,672	185	+1.1%	Shares	Sole	2026-07-28
2026-03-31	$30,116	183	-96.2%	Shares	Sole	2026-05-12
2025-12-31	$846,107	4,766	0.0%	Shares	Sole	2026-02-04
2025-09-30	$757,603	4,766	+4193.7%	Shares	Sole	2026-02-04
2025-06-30	$15,635	111	+54.2%	Shares	Sole	2026-02-04
2025-03-31	$8,400	72	0.0%	Shares	Sole	2026-02-04
2024-12-31	$9,051	72	—	Shares	Sole	2026-02-04
No filing history on record for this holder in this stock.