Back to MSEXP
Ledgewood Wealth Advisors, LLC → MSEXP
Ledgewood Wealth Advisors, LLC MSEXP Position History
MSEXP
Quarters held
5
Latest value
$13M
Q3 2026
Peak value
$14.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $13.7M |
| Q4 2025 | $12.8M |
| Q1 2026 | $13.2M |
| Q2 2026 | $14.3M |
| Q3 2026 | $13M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $13M | 245.0K | — | — |
| Q2 2026 | $14.3M | 254.0K | — | — |
| Q1 2026 | $13.2M | 254.0K | — | — |
| Q4 2025 | $12.8M | 254.0K | — | — |
| Q3 2025 | $13.7M | 254.0K | — | — |
Other funds holding MSEXP
$120.6M
$44.8M
$44.8M
$38.7M
$37.6M
$36.2M
$32.3M
$27.9M