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Creative Planning MSIF Position History
MSC Income Fund, Inc. • Financial Services
Quarters held
5
Latest value
$231K
Q3 2026
Peak value
$615K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $200K |
| Q4 2025 | $307K |
| Q1 2026 | $615K |
| Q2 2026 | $399K |
| Q3 2026 | $231K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $231K | 19.6K | — | — |
| Q2 2026 | $399K | 34.5K | — | — |
| Q1 2026 | $615K | 50.5K | — | — |
| Q4 2025 | $307K | 23.3K | — | — |
| Q3 2025 | $200K | 15.2K | — | — |