Level Four Advisory Services, LLC

SEC CIK: 0001696715
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

MS holding history

Morgan Stanley in every 13F filed by Level Four Advisory Services, LLC, 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): 84,606
Value: $17.7M
% of portfolio: 0.5%
Quarters held: 22; Since Q1 2021

Holdings of MS by Level Four Advisory Services, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	84,606	$17.7M	0.5%	−79−0.1%	Reduced	Holders
Q1 2026	84,685	$13.9M	0.5%	+5,614+7.1%	Added	Holders
Q4 2025	79,071	$14.0M	0.5%	−24,815−23.9%	Reduced	Holders
Q3 2025	103,886	$16.5M	0.6%	−3,628−3.4%	Reduced	Holders
Q2 2025	107,514	$15.1M	0.6%	+1,123+1.1%	Added	Holders
Q1 2025	106,391	$12.4M	0.5%	−6,979−6.2%	Reduced	Holders
Q4 2024	113,370	$14.3M	0.6%	+4,007+3.7%	Added	Holders
Q3 2024	109,363	$12.7M	0.5%	+3,820+3.6%	Added	Holders
Q2 2024	105,543	$10.3M	0.5%	+54,776+107.9%	Added	Holders
Q1 2024	50,767	$4.73M	0.3%	+3,101+6.5%	Added	Holders
Q4 2023	47,666	$4.44M	0.2%	+1,223+2.6%	Added	Holders
Q3 2023	46,443	$3.79M	0.2%	+1,181+2.6%	Added	Holders
Q2 2023	45,262	$3.87M	0.2%	+1,685+3.9%	Added	Holders
Q1 2023	43,577	$3.83M	0.3%	+2,092+5.0%	Added	Holders
Q4 2022	41,485	$3.53M	0.3%	−3,630−8.0%	Reduced	Holders
Q3 2022	45,115	$3.56M	0.3%	−392−0.9%	Reduced	Holders
Q2 2022	45,507	$3.46M	0.3%	+2,160+5.0%	Added	Holders
Q1 2022	43,347	$3.79M	0.3%	+1,103+2.6%	Added	Holders
Q4 2021	42,244	$4.15M	0.3%	−852−2.0%	Reduced	Holders
Q3 2021	43,096	$4.19M	0.4%	−3,911−8.3%	Reduced	Holders
Q2 2021	47,007	$4.31M	0.3%	+341+0.7%	Added	Holders
Q1 2021	46,666	$3.62M	0.3%	–	–	Holders

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