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Consolidated Planning Corp

SEC CIK
0001805250
Latest filing
Jul 24, 2026

MS holding history

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

MS overviewAll 13F holders of MSFull Q2 2026 holdings

Shares (Q2 2026)
16,113
Value
$3.37M
% of portfolio
0.5%
Quarters held
3
Since Q3 2021
Holdings of MS by Consolidated Planning Corp, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,113$3.37M0.5%+499+3.2%AddedHolders
Q1 202615,614$2.57M0.4%+15,614NewHolders
Q4 20210$00.0%−386−100.0%Sold outHolders
Q3 2021386$38.0K<0.1%+386NewHolders