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Simplicity Wealth,LLC → MSIF

Simplicity Wealth,LLC MSIF Position History

MSC Income Fund, Inc. • Financial Services

Quarters held
5
Latest value
$401K
Q3 2026
Peak value
$405K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$156K
Q4 2025$281K
Q1 2026$405K
Q2 2026$394K
Q3 2026$401K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$401K34.1K——
Q2 2026$394K34.0K——
Q1 2026$405K33.2K——
Q4 2025$281K21.4K——
Q3 2025$156K11.9K——

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