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Msc Income Fund shares owned by ORG Wealth Partners

Quarter-by-quarter ownership of Msc Income Fund (MSIF) shares owned by ORG Wealth Partners from 13F filings

Historical chart of ORG Wealth Partners investment in Msc Income Fund

Tip: Access up to 7 years of quarterly data

All positions including Msc Income Fund held by ORG Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Msc Income Fund by ORG Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $126k 10k 12.18

More positions owned by ORG Wealth Partners

Core Scientific Common Stock (CORZ)
Vox Royalty Corp Registered Shs Isin#ca92919f1036 Equity (VOXR)
Core Scientific Inc New Wt Exp Tranche 1 Equity (CORZW)
Berkshire Hathaway Inc Del Cl A Equity (BRK.A)
Berkshire Hathaway Class B Common Stock (BRK.B)
Nvidia Corp Common Stock (NVDA)
Exxon Mobil Corp Common Stock (XOM)
Apple Common Stock (AAPL)
Jpmorgan Ultra-short Income Etf Uit Exchange Traded (JPST)
Energy Transfer Limited Partnershp (ET)
Cambria Fixed Income Trend Etf Uit Exchange Traded (CFIT)
Amazon.com Common Stock (AMZN)
Armour Residential Reit Inc Com Par $0 001 Equity (ARR)
Abbvie Common Stock (ABBV)
Alphabet Inc Class Class C Common Stock (GOOG)

View all positions for ORG Wealth Partners

Top funds holding Msc Income Fund

Sanders Morris Harris
Two Sigma Investments
Ares Management
UBS Group
Franklin Resources
LPL Financial
North Ground Capital
Marshall Wace
Cetera Investment Advisers
Cambridge Investment Research Advisors
Centaurus Financial
Sigma Planning
Alpine Partners VI
BlackRock
FJ Capital Management

View all funds holding Msc Income Fund