Greenline Wealth Management LLC

Position in MS — Morgan Stanley

CIK 2111541 BOCA RATON, FL

Position in MS

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$211,548

+$151,721 QoQ

Shares Held

1,012

+200.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#2,372

of 2,723 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Greenline Wealth Management LLC holds $1,341,064 across 4 Capital Markets names. MS ranks #4 (15.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	660	$667,504
2	HOOD	Robinhood Markets, Inc.	2,459	$246,588
3	IBKR	Interactive Brokers Group, Inc.	2,475	$215,424
4	MS	Morgan Stanley This page	1,012	$211,548

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$211,548	1,012	+200.3%	Shares	Sole	2026-07-23
2025-12-31	$59,827	337	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.