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Disclosery

Rockport Wealth LLC: MSIF position timeline

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

Rockport Wealth LLC held 97,151 MSIF shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 97,151 shares
    Change vs previous 13F -8,922 shares

    0.19% of the 13F portfolio, value $1,124,038.

    13F-HR 0002085853-26-000878 filed by Rockport Wealth LLC
    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 106,073 shares
    Change vs previous 13F +33,413 shares

    0.23% of the 13F portfolio, value $1,290,142.

    13F-HR 0002085853-26-000565 filed by Rockport Wealth LLC
    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 72,660 shares
    Change vs previous 13F +19,908 shares

    0.19% of the 13F portfolio, value $954,753.

    13F-HR 0002085853-26-000209 filed by Rockport Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 52,752 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $692,635.

    13F-HR 0002085853-25-000204 filed by Rockport Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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