LeConte Wealth Management, LLC

SEC CIK: 0002060443
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

MS holding history

Morgan Stanley in every 13F filed by LeConte 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 overview All 13F holders of MS Full Q2 2026 holdings

Shares (Q2 2026): 1,999
Value: $417.9K
% of portfolio: 0.2%
Quarters held: 5; Since Q2 2025

Holdings of MS by LeConte Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,999	$417.9K	0.2%	−55−2.7%	Reduced	Holders
Q1 2026	2,054	$338.0K	0.2%	+58+2.9%	Added	Holders
Q4 2025	1,996	$354.4K	0.2%	+155+8.4%	Added	Holders
Q3 2025	1,841	$292.6K	0.2%	+66+3.7%	Added	Holders
Q2 2025	1,775	$250.0K	0.2%	+1,775	New	Holders