COZAD ASSET MANAGEMENT INC

Position in MS — Morgan Stanley

CIK 709428 CHAMPAIGN, IL

Position in MS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$315,232

+$67,061 QoQ

Shares Held

1,508

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#2,102

of 2,723 holders

Holding Since

Mar 2021

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

COZAD ASSET MANAGEMENT INC holds $25,450,052 across 4 Capital Markets names. MS ranks #4 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	22,975	$23,236,225
2	HOOD	Robinhood Markets, Inc.	13,115	$1,315,172
3	SCHW	Schwab Charles Corp	6,323	$583,423
4	MS	Morgan Stanley This page	1,508	$315,232

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$315,232	1,508	0.0%	Shares	Sole	2026-08-14
2026-03-31	$248,171	1,508	0.0%	Shares	Sole	2026-05-28
2025-12-31	$267,715	1,508	-17.7%	Shares	Sole	2026-02-13
2025-09-30	$291,373	1,833	-2.1%	Shares	Sole	2025-11-10
2025-06-30	$263,689	1,872	+6.7%	Shares	Sole	2025-08-12
2025-03-31	$204,755	1,755	-3.8%	Shares	Sole	2025-05-08
2024-12-31	$229,439	1,825	-17.8%	Shares	Sole	2025-02-10
2023-12-31	$207,015	2,220	-23.3%	Shares	Sole	2024-02-05
2023-03-31	$254,005	2,893	0.0%	Shares	Sole	2023-05-01
2022-12-31	$245,962	2,893	+6.4%	Shares	Sole	2023-02-08
2022-09-30	$214,907	2,720	-15.3%	Shares	Sole	2022-11-07
2022-06-30	$244,152	3,210	+6.6%	Shares	Sole	2022-08-09
2022-03-31	$263,074	3,010	+11.1%	Shares	Sole	2022-04-29
2021-12-31	$266,013	2,710	0.0%	Shares	Sole	2022-02-01
2021-09-30	$263,710	2,710	-28.7%	Shares	Sole	2021-11-05
2021-06-30	$348,422	3,800	+16.1%	Shares	Sole	2021-07-29
2021-03-31	$254,181	3,273	—	Shares	Sole	2021-04-29
No filing history on record for this holder in this stock.