Position in MS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,362,152
+$570,314 QoQ
Shares Held
11,300
+3.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#1,014
of 2,723 holders
Holding Since
Dec 2024
7 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, 2026RICHARDS, MERRILL & PETERSON, INC. holds $2,788,607 across 3 Capital Markets names. MS ranks #1 (84.7% of the industry book) .
All Filings in MS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,362,152 | 11,300 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,791,838 | 10,888 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,784,176 | 10,050 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,420,625 | 8,937 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,184,914 | 8,412 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $831,157 | 7,124 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $779,464 | 6,200 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||