Position in MS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,654,760
+$352,024 QoQ
Shares Held
7,916
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#1,163
of 2,718 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, 2026TANDEM CAPITAL MANAGEMENT CORP /ADV holds $6,684,098 across 4 Capital Markets names. MS ranks #2 (24.8% of the industry book) .
All Filings in MS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,654,760 | 7,916 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,302,736 | 7,916 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,405,327 | 7,916 | Shares | Sole | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||