Diversified Enterprises, LLC

Position in MS — Morgan Stanley

CIK 2037264 Wilmington, DE

Position in MS

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$989,386

+$229,896 QoQ

Shares Held

4,733

+2.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#1,406

of 2,723 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Diversified Enterprises, LLC holds $2,462,741 across 4 Capital Markets names. MS ranks #1 (40.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	4,733	$989,386
2	GS	Goldman Sachs Group Inc	902	$912,255
3	SCHW	Schwab Charles Corp	3,689	$340,384
4	HOOD	Robinhood Markets, Inc.	2,201	$220,716

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$989,386	4,733	+2.6%	Shares	Sole	2026-07-31
2026-03-31	$759,490	4,615	-5.0%	Shares	Sole	2026-05-15
2025-12-31	$862,618	4,859	+50.1%	Shares	Sole	2026-01-28
2025-09-30	$514,553	3,237	+3.8%	Shares	Sole	2025-10-10
2025-06-30	$439,201	3,118	-2.6%	Shares	Sole	2025-07-16
2025-03-31	$373,344	3,200	+8.2%	Shares	Sole	2025-05-15
2024-12-31	$371,754	2,957	+7.9%	Shares	Sole	2025-02-10
2024-09-30	$285,617	2,740	—	Shares	Sole	2024-11-14
No filing history on record for this holder in this stock.