JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
PensionPosition in MS — Morgan Stanley
CIK 2122180
AMMON, ID
Position in MS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$307,497
+$65,416 QoQ
Shares Held
1,471
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#2,119
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, 2026JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC holds $1,002,566 across 2 Capital Markets names. MS ranks #2 (30.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
7,533 | $695,069 | |
| 2 | MS |
Morgan Stanley
This page
|
1,471 | $307,497 |
All Filings in MS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $307,497 | 1,471 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $242,081 | 1,471 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $811,666 | 4,572 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||