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TopTier Wealth Management, LLC

SEC CIK
0002109367
Latest filing
Jul 14, 2026

MS holding history

Morgan Stanley in every 13F filed by TopTier 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 (Q2 2026)
1,859
Value
$388.6K
% of portfolio
0.2%
Quarters held
3
Since Q4 2025
Holdings of MS by TopTier Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,859$388.6K0.2%+5+0.3%AddedHolders
Q1 20261,854$305.1K0.2%−162−8.0%ReducedHolders
Q4 20252,016$357.9K0.2%–No prior filingHolders