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Yardley Wealth Management LLC

SEC CIK
0002044323
Latest filing
Jul 16, 2026

MS holding history

Morgan Stanley in every 13F filed by Yardley 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 (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q4 2024
Holdings of MS by Yardley Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−1,576−100.0%Sold outHolders
Q2 20251,576$222.0K0.1%+1,576NewHolders
Q1 20250$00.0%−6,304−100.0%Sold outHolders
Q4 20246,304$724.0K0.4%+6,304NewHolders