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Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

MSDL holding history

Morgan Stanley Direct Lending Fund in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MSDL overviewAll 13F holders of MSDLFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q1 2025
Holdings of MSDL by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−15,934−100.0%Sold outHolders
Q1 202515,934$318.0K<0.1%+15,934NewHolders