Position in MS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$254,192
+$55,063 QoQ
Shares Held
1,216
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#2,230
of 2,723 holders
Holding Since
Jun 2023
13 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, 2026Robinswood Financial LLC holds $386,304 across 4 Capital Markets names. MS ranks #1 (65.8% of the industry book) .
All Filings in MS
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,192 | 1,216 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $199,129 | 1,210 | Shares | Sole | 2026-07-13 | |
| 2025-12-31 | $213,568 | 1,203 | Shares | Sole | 2026-07-14 | |
| 2025-09-30 | $191,228 | 1,203 | Shares | Sole | 2026-07-14 | |
| 2025-06-30 | $169,454 | 1,203 | Shares | Sole | 2026-07-14 | |
| 2025-03-31 | $140,354 | 1,203 | Shares | Sole | 2026-07-14 | |
| 2024-12-31 | $125,720 | 1,000 | Shares | Sole | 2026-07-15 | |
| 2024-09-30 | $104,240 | 1,000 | Shares | Sole | 2026-07-15 | |
| 2024-06-30 | $97,190 | 1,000 | Shares | Sole | 2026-07-15 | |
| 2024-03-31 | $94,160 | 1,000 | Shares | Sole | 2026-07-15 | |
| 2023-12-31 | $93,250 | 1,000 | Shares | Sole | 2026-07-15 | |
| 2023-09-30 | $81,670 | 1,000 | Shares | Sole | 2026-07-15 | |
| 2023-06-30 | $85,400 | 1,000 | Shares | Sole | 2026-07-14 | |
| No filing history on record for this holder in this stock. | ||||||