New Wave Wealth Advisors LLC

SEC CIK: 0002035324
Latest filing: Jul 23, 2026

SEC filings (opens in a new tab)

MS holding history

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

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

Shares (Q2 2026): 0; Sold out in Q2 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2025

Holdings of MS by New Wave Wealth Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	0	$0	0.0%	−3,865−100.0%	Sold out	Holders
Q1 2026	3,865	$636.1K	0.2%	+1,318+51.7%	Added	Holders
Q4 2025	2,547	$452.2K	0.2%	+23+0.9%	Added	Holders
Q3 2025	2,524	$401.2K	0.2%	+2,524	New	Holders