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Bellwether Advisors, LLC

SEC CIK
0001819815
Latest filing
Aug 13, 2026

MS holding history

Morgan Stanley in every 13F filed by Bellwether 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 (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q4 2021
Holdings of MS by Bellwether Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−43−100.0%Sold outHolders
Q2 202543$6.06K<0.1%+43NewHolders
Q4 20220$00.0%−80−100.0%Sold outHolders
Q3 202280$6.00K<0.1%+80NewHolders
Q2 20220$00.0%−5,437−100.0%Sold outHolders
Q1 20225,437$475.0K0.1%+5,055+1,323.3%AddedHolders
Q4 2021382$37.0K<0.1%+382NewHolders