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Sar Wealth Management Group, LLC

SEC CIK
0002010095
Latest filing
Aug 12, 2026

MS holding history

Morgan Stanley in every 13F filed by Sar Wealth Management Group, 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)
1,051
Value
$219.8K
% of portfolio
0.1%
Quarters held
1
Since Q2 2026
Holdings of MS by Sar Wealth Management Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,051$219.8K0.1%+1,051NewHolders