Networth Advisors, LLC

SEC CIK: 0002099019
Latest filing: Jul 22, 2026

SEC filings (opens in a new tab)

MS holding history

Morgan Stanley in every 13F filed by Networth 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): 503
Value: $105.1K
% of portfolio: 0.1%
Quarters held: 3; Since Q4 2025

Holdings of MS by Networth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	503	$105.1K	0.1%	−45−8.2%	Reduced	Holders
Q1 2026	548	$90.2K	0.1%	+534+3,814.3%	Added	Holders
Q4 2025	14	$2.48K	<0.1%	–	No prior filing	Holders