Tempo Wealth, LLC

Position in MS — Morgan Stanley

CIK 2112005 INDEPENDENCE, OH

Position in MS

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$412,435

+$103,538 QoQ

Shares Held

1,973

+5.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,925

of 2,723 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Tempo Wealth, LLC holds $5,190,253 across 4 Capital Markets names. MS ranks #3 (7.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	3,975	$4,020,195
2	HOOD	Robinhood Markets, Inc.	4,872	$488,564
3	MS	Morgan Stanley This page	1,973	$412,435
4	SCHW	Schwab Charles Corp	2,916	$269,059

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$412,435	1,973	+5.1%	Shares	Sole	2026-07-27
2026-03-31	$308,897	1,877	+3.6%	Shares	Sole	2026-05-14
2025-12-31	$321,506	1,811	—	Shares	Sole	2026-02-25
No filing history on record for this holder in this stock.