Skip to main content

Pathway Financial Advisors LLC

SEC CIK
0001738828
Latest filing
Jul 6, 2026

MS holding history

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

MS overviewAll 13F holders of MSFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q1 2021
Holdings of MS by Pathway Financial Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−2,928−100.0%Sold outHolders
Q1 20252,928$341.6K0.1%00.0%UnchangedHolders
Q4 20242,928$368.1K0.1%00.0%UnchangedHolders
Q3 20242,928$305.2K0.1%+190+6.9%AddedHolders
Q2 20242,738$266.1K0.1%00.0%UnchangedHolders
Q1 20242,738$257.8K0.1%+10.0%AddedHolders
Q4 20232,737$255.3K0.1%00.0%UnchangedHolders
Q3 20232,737$223.5K0.1%00.0%UnchangedHolders
Q2 20232,737$233.7K0.1%−83−2.9%ReducedHolders
Q1 20232,820$247.6K0.1%00.0%UnchangedHolders
Q4 20222,820$239.8K0.1%00.0%UnchangedHolders
Q3 20222,820$223.0K0.1%+3+0.1%AddedHolders
Q2 20222,817$214.0K0.1%+50+1.8%AddedHolders
Q1 20222,767$242.0K0.1%+50+1.8%AddedHolders
Q4 20212,717$279.0K0.1%–No prior filingHolders
Q2 2021––––Not filedHolders
Q1 20212,717$235.0K0.1%––Holders

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