SEC 13F Intelligence

Lm Advisors LLC / MSDL

Lm Advisors LLC’s Morgan Stanley Direct Lendin Position

Does Lm Advisors LLC own Morgan Stanley Direct Lendin (MSDL)? Yes — 1.1K shares worth $72,996 (+1.15% of its 13F portfolio) as of Q1 2026, down from 1.3K shares the prior filed quarter.

Position Value
$72,996
Q1 2026
Shares
1.1K
% of Portfolio
+1.15%
Quarters Held
7
currently held

Position History MSDL

Reported value by quarter
Q3 ’24: $781,000Q3 ’24Q4 ’24: $450,000Q4 ’24Q1 ’25: $1MQ1 ’25Q2 ’25: $1MQ2 ’25Q3 ’25: $925,000Q3 ’25Q4 ’25: $74,647Q4 ’25Q1 ’26: $72,996Q1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.1K$72,996+1.15%
Q4 20251.3K$74,647+1.34%
Q3 202555.8K$925,000+0.13%
Q2 202556.8K$1M+0.14%
Q1 202572.8K$1M+0.26%
Q4 202421.6K$450,000+0.08%
Q3 202439.5K$781,000+0.16%

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