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Activest Wealth Management: MSDL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Activest Wealth Management on MSDL, newest first. How the timeline and the estimate are built.

Activest Wealth Management held 88,943 MSDL shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 88,943 shares
    Change vs previous 13F -115,780 shares

    0.26% of the 13F portfolio, value $1,344,812.

    13F-HR 0001883134-26-000003 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 204,723 shares
    Change vs previous 13F +9,102 shares

    0.5% of the 13F portfolio, value $2,857,928.

    13F-HR 0001883134-26-000002 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 195,621 shares
    Change vs previous 13F +70,334 shares

    0.6% of the 13F portfolio, value $3,223,841.

    13F-HR 0001883134-26-000001 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 125,287 shares
    Change vs previous 13F -46,275 shares

    0.41% of the 13F portfolio, value $2,014,615.

    13F-HR 0001883134-25-000008 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 171,562 shares
    Change vs previous 13F +16,179 shares

    0.77% of the 13F portfolio, value $3,211,641.

    13F-HR 0001883134-25-000005 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 155,383 shares
    Change vs previous 13F -8,677 shares

    0.83% of the 13F portfolio, value $3,101,445.

    13F-HR 0001883134-25-000004 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 164,060 shares
    Change vs previous 13F +83,217 shares

    0.95% of the 13F portfolio, value $3,389,480.

    13F-HR 0001883134-25-000001 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 80,843 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,599,075.

    13F-HR 0001879757-24-000010 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).