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Wealth Group, Ltd.

SEC CIK
0002013988
Latest filing
Jul 21, 2026

MS holding history

Morgan Stanley in every 13F filed by Wealth Group, Ltd., 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 (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q4 2024
Holdings of MS by Wealth Group, Ltd., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−1,704−100.0%Sold outHolders
Q4 20241,704$214.0K0.1%+1,704NewHolders