Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,064,849
+$233,277 QoQ
Shares Held
5,094
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,362
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, 2026Marble Wealth, LLC holds $7,852,676 across 3 Capital Markets names. MS ranks #3 (13.6% 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 | $1,064,849 | 5,094 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $831,572 | 5,053 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,257,089 | 7,081 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||