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Antonelli Financial Advisors, LLC

SEC CIK
0002055364
Latest filing
Jul 14, 2026

MS holding history

Morgan Stanley in every 13F filed by Antonelli 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 (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q4 2024
Holdings of MS by Antonelli Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−1,500−100.0%Sold outHolders
Q2 20251,500$211.3K0.2%−239−13.7%ReducedHolders
Q1 20251,739$202.9K0.2%−652−27.3%ReducedHolders
Q4 20242,391$300.6K0.3%–No prior filingHolders