DOHENY ASSET MANAGEMENT /CA

Position in MS — Morgan Stanley

CIK 936936 LOS ANGELES, CA

Position in MS

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$516,955

+$109,974 QoQ

Shares Held

2,473

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.69%

of 13F equity value

Holder Rank

#1,770

of 2,723 holders

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

DOHENY ASSET MANAGEMENT /CA holds $516,955 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MS	Morgan Stanley This page	2,473	$516,955

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$516,955	2,473	0.0%	Shares	Sole	2026-08-10
2026-03-31	$406,981	2,473	0.0%	Shares	Sole	2026-05-07
2025-12-31	$439,031	2,473	0.0%	Shares	Sole	2026-02-11
2025-09-30	$393,108	2,473	-2.0%	Shares	Sole	2025-11-12
2025-06-30	$355,389	2,523	0.0%	Shares	Sole	2025-08-14
2025-03-31	$294,358	2,523	0.0%	Shares	Sole	2025-05-14
2024-12-31	$317,191	2,523	0.0%	Shares	Sole	2025-02-10
2024-09-30	$262,997	2,523	0.0%	Shares	Sole	2024-11-14
2024-06-30	$245,210	2,523	0.0%	Shares	Sole	2024-08-15
2024-03-31	$237,565	2,523	0.0%	Shares	Sole	2024-05-08
2023-12-31	$235,269	2,523	0.0%	Shares	Sole	2024-02-06
2023-09-30	$206,053	2,523	0.0%	Shares	Sole	2023-11-08
2023-06-30	$215,464	2,523	0.0%	Shares	Sole	2023-08-08
2023-03-31	$221,519	2,523	-7.4%	Shares	Sole	2023-05-16
2022-12-31	$231,764	2,726	0.0%	Shares	Sole	2023-02-14
2022-09-30	$215,381	2,726	0.0%	Shares	Sole	2022-11-10
2022-03-31	$238,252	2,726	0.0%	Shares	Sole	2022-05-16
2021-12-31	$267,584	2,726	0.0%	Shares	Sole	2022-02-15
2021-09-30	$265,267	2,726	0.0%	Shares	Sole	2021-10-22
2021-06-30	$249,946	2,726	0.0%	Shares	Sole	2021-08-10
2021-03-31	$211,701	2,726	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.