Position in MSIF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$832,461
-$850,497 QoQ
Shares Held
71,950
-47.9% QoQ
Ownership
0.159%
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
#39
of 166 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSIF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Legacy Wealth Managment, LLC/ID holds $1,795,152 across 4 Asset Management names. MSIF ranks #1 (46.4% of the industry book) .
All Filings in MSIF
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $832,461 | 71,950 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,682,958 | 138,174 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,766,107 | 134,407 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,848,966 | 140,820 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $46,017 | 2,794 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||