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Silverlake Wealth Management LLC

SEC CIK
0001966026
Latest filing
Aug 6, 2026

MS holding history

Morgan Stanley in every 13F filed by Silverlake Wealth Management LLC, 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)
1,556
Value
$325.3K
% of portfolio
0.1%
Quarters held
10
Since Q4 2021
Holdings of MS by Silverlake Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,556$325.3K0.1%−270−14.8%ReducedHolders
Q1 20261,826$300.5K0.1%−144−7.3%ReducedHolders
Q4 20251,970$349.7K0.1%−123−5.9%ReducedHolders
Q3 20252,093$332.7K0.1%00.0%UnchangedHolders
Q2 20252,093$294.8K0.1%00.0%UnchangedHolders
Q1 20252,093$244.2K0.1%+66+3.3%AddedHolders
Q4 20242,027$254.8K0.1%00.0%UnchangedHolders
Q3 20242,027$211.3K0.1%+2,027NewHolders
Q2 20220$00.0%−2,577−100.0%Sold outHolders
Q1 20222,577$225.2K0.1%−550−17.6%ReducedHolders
Q4 20213,127$306.9K0.2%–No prior filingHolders