Centaurus Financial, Inc.

SEC CIK: 0000891943
Latest filing: Aug 17, 2026

SEC filings (opens in a new tab)

MS holding history

Morgan Stanley in every 13F filed by Centaurus Financial, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MS overview All 13F holders of MS Full Q2 2026 holdings

Shares (Q2 2026): 18,122
Value: $3.79M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of MS by Centaurus Financial, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	18,122	$3.79M	0.1%	−1,983−9.9%	Reduced	Holders
Q1 2026	20,105	$3.31M	0.2%	+2,480+14.1%	Added	Holders
Q4 2025	17,625	$3.13M	0.1%	+1,830+11.6%	Added	Holders
Q3 2025	15,795	$2.51M	0.1%	+3,543+28.9%	Added	Holders
Q2 2025	12,252	$1.73M	0.1%	+1,470+13.6%	Added	Holders
Q1 2025	10,782	$1.26M	0.1%	+1,967+22.3%	Added	Holders
Q4 2024	8,815	$1.11M	0.1%	−373−4.1%	Reduced	Holders
Q3 2024	9,188	$958.0K	0.1%	−4,189−31.3%	Reduced	Holders
Q2 2024	13,377	$1.30M	0.1%	−1,651−11.0%	Reduced	Holders
Q1 2024	15,028	$1.42M	0.1%	−2,496−14.2%	Reduced	Holders
Q4 2023	17,524	$1.63M	0.1%	+106+0.6%	Added	Holders
Q3 2023	17,418	$1.42M	0.1%	+1,254+7.8%	Added	Holders
Q2 2023	16,164	$1.38M	0.1%	+490+3.1%	Added	Holders
Q1 2023	15,674	$1.38M	0.1%	−315−2.0%	Reduced	Holders
Q4 2022	15,989	$1.36M	0.1%	−1,244−7.2%	Reduced	Holders
Q3 2022	17,233	$1.36M	0.1%	−6,539−27.5%	Reduced	Holders
Q2 2022	23,772	$1.81M	0.2%	−63−0.3%	Reduced	Holders
Q1 2022	23,835	$2.08M	0.2%	+8,982+60.5%	Added	Holders
Q4 2021	14,853	$1.46M	0.1%	−119−0.8%	Reduced	Holders
Q3 2021	14,972	$1.46M	0.1%	−897−5.7%	Reduced	Holders
Q2 2021	15,869	$1.46M	0.1%	−4,121−20.6%	Reduced	Holders
Q1 2021	19,990	$1.55M	0.2%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.