Position in MS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$566,916
+$34,368 QoQ
Shares Held
2,712
-16.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,720
of 2,723 holders
Holding Since
Dec 2020
17 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, 2026CALTON & ASSOCIATES, INC. holds $1,955,622 across 3 Capital Markets names. MS ranks #2 (29.0% of the industry book) .
All Filings in MS
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $566,916 | 2,712 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $532,548 | 3,236 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $622,597 | 3,507 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $545,391 | 3,431 | Shares | Sole | 2025-11-07 | |
| 2025-03-31 | $471,346 | 4,040 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $570,517 | 4,538 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $476,585 | 4,572 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $556,121 | 5,722 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $538,501 | 5,719 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $443,124 | 4,752 | Shares | Sole | 2024-02-07 | |
| 2023-06-30 | $415,641 | 4,867 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $403,177 | 4,592 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $295,784 | 3,479 | Shares | Sole | 2023-01-18 | |
| 2021-09-30 | $214,082 | 2,200 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $360,708 | 3,934 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $313,435 | 4,036 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $301,189 | 4,395 | Shares | Sole | 2021-01-25 | |
| No filing history on record for this holder in this stock. | ||||||