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Ledgewood Wealth Advisors, LLC: MSEX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ledgewood Wealth Advisors, LLC on MSEX, newest first. How the timeline and the estimate are built.

Ledgewood Wealth Advisors, LLC held 244,989 MSEX shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 244,989 shares
    Change vs previous 13F -9,027 shares

    7.15% of the 13F portfolio, value $12,977,092.

    13F-HR 0001085146-26-000845 filed by Ledgewood Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 254,016 shares
    Change vs previous 13F 0 shares

    7.57% of the 13F portfolio, value $14,265,530.

    13F-HR 0002064043-26-000003 filed by Ledgewood Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 254,016 shares
    Change vs previous 13F 0 shares

    7.44% of the 13F portfolio, value $13,221,525.

    13F-HR 0002064043-26-000002 filed by Ledgewood Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 254,016 shares
    Change vs previous 13F 0 shares

    7.38% of the 13F portfolio, value $12,807,479.

    13F-HR 0002064043-26-000001 filed by Ledgewood Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 254,016 shares
    Change vs previous 13F 0 shares

    8.14% of the 13F portfolio, value $13,747,338.

    13F-HR 0002064043-25-000001 filed by Ledgewood Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 254,016 shares
    Change vs previous 13F 0 shares

    8.67% of the 13F portfolio, value $13,762,579.

    13F-HR 0001085146-25-003977 filed by Ledgewood Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 254,016 shares
    Change vs previous 13F 0 shares

    10.5% of the 13F portfolio, value $16,282,416.

    13F-HR 0001085146-25-002369 filed by Ledgewood Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 254,016 shares
    Change vs previous 13F not available

    8.63% of the 13F portfolio, value $13,368,854.

    13F-HR 0001085146-25-002010 filed by Ledgewood Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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