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Msc Income Fund shares owned by Tanglewood Legacy Advisors

Quarter-by-quarter ownership of Msc Income Fund (MSIF) shares owned by Tanglewood Legacy Advisors from 13F filings

Historical chart of Tanglewood Legacy Advisors investment in Msc Income Fund

Tip: Access up to 7 years of quarterly data

All positions including Msc Income Fund held by Tanglewood Legacy Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Msc Income Fund by Tanglewood Legacy Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $38k 2.9k 13.13

More positions owned by Tanglewood Legacy Advisors

Ishares Core MF Closed and MF Open (IUSV)
Ishares S&p MF Closed and MF Open (IUSG)
Ishares Russell MF Closed and MF Open (IWR)
Ishares Russell MF Closed and MF Open (IWF)
Pgim Aaa MF Closed and MF Open (PAAA)
First Trust MF Closed and MF Open (FMAY)
Ishares Russell MF Closed and MF Open (IWD)
First Trust MF Closed and MF Open (DMAY)
First Trust MF Closed and MF Open (FAPR)
SPDR S&P MF Closed and MF Open (SPY)
Apple Common Stock (AAPL)
Invesco Qqq MF Closed and MF Open (QQQ)
First Trust MF Closed and MF Open (GJAN)
First Trust MF Closed and MF Open (DNOV)
First Trust MF Closed and MF Open (DAPR)

View all positions for Tanglewood Legacy Advisors

Top funds holding Msc Income Fund

Sanders Morris Harris
Ares Management
BlackRock
Franklin Resources
Marshall Wace
LPL Financial
Legacy Wealth Managment
Millennium Management
Cambridge Investment Research Advisors
U.S. Capital Wealth Advisors
Cetera Investment Advisers
J.w. Cole Advisors
Diversify Advisory Services
Advisor Group Holdings
Sigma Planning

View all funds holding Msc Income Fund