Position in MS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,448,020
+$356,592 QoQ
Shares Held
6,927
+4.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,226
of 2,723 holders
Holding Since
Mar 2023
14 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, 2026PDS Planning, Inc holds $4,974,062 across 6 Capital Markets names. MS ranks #2 (29.1% of the industry book) .
All Filings in MS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,448,020 | 6,927 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,091,428 | 6,632 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,182,527 | 6,661 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,040,870 | 6,548 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $921,646 | 6,543 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $709,470 | 6,081 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $710,318 | 5,650 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $595,523 | 5,713 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $544,069 | 5,598 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $515,431 | 5,474 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $476,973 | 5,115 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $430,237 | 5,268 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $444,934 | 5,210 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $445,848 | 5,078 | Shares | Sole | 2023-05-02 | |
| No filing history on record for this holder in this stock. | ||||||