Reicon Wealth Advisors, LLC

SEC CIK: 0001888847
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

MSDL holding history

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

MSDL overview All 13F holders of MSDL Full Q2 2026 holdings

Shares (Q2 2026): 17,646
Value: $266.8K
% of portfolio: 0.2%
Quarters held: 3; Since Q4 2025

Holdings of MSDL by Reicon Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	17,646	$266.8K	0.2%	+297+1.7%	Added	Holders
Q1 2026	17,349	$242.2K	0.2%	+4,380+33.8%	Added	Holders
Q4 2025	12,969	$213.7K	0.2%	–	No prior filing	Holders