SEC 13F Intelligence

Blong Financial, LLC / DWD

Blong Financial, LLC’s Morgan Stanley Position

Does Blong Financial, LLC own Morgan Stanley (DWD)? Yes — 8.4K shares worth $1M (+1.04% of its 13F portfolio) as of Q1 2026, down from 8.5K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
8.4K
% of Portfolio
+1.04%
Quarters Held
6
currently held

Position History DWD

Reported value by quarter
Q4 ’24: $1MQ4 ’24Q1 ’25: $1MQ1 ’25Q2 ’25: $1MQ2 ’25Q3 ’25: $1MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20268.4K$1M+1.04%
Q4 20258.5K$2M+1.05%
Q3 20258.6K$1M+0.95%
Q2 20258.7K$1M+0.94%
Q1 20258.9K$1M+0.92%
Q4 20248.9K$1M+0.92%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Blong Financial, LLC’s full portfolio or all institutional holders of DWD.