REICON WEALTH ADVISORS, LLC
Position in MSDL — Morgan Stanley Direct Lending Fund
CIK 1888847
ATLANTA, GA
Position in MSDL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$266,807
+$24,615 QoQ
Shares Held
17,646
+1.7% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#95
of 140 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSDL Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026REICON WEALTH ADVISORS, LLC holds $1,041,477 across 3 Asset Management names. MSDL ranks #3 (25.6% of the industry book) .
All Filings in MSDL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $266,807 | 17,646 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $242,192 | 17,349 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $213,729 | 12,969 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||