Csenge Advisory Group MSD β€” MORGAN STANLEY EMKT DBT FD I

Ownership history in Csenge Advisory Group  Β·  6 quarters on record

AI Ownership Summary

Csenge Advisory Group reported MORGAN STANLEY EMKT DBT FD I (MSD) in 6 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows MSD at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MSD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Csenge Advisory Group's position in MORGAN STANLEY EMKT DBT FD I, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MSD was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MSD stock page Csenge Advisory Group fund profile Csenge Advisory Group full holdings
How Csenge Advisory Group held MSD β€” position size vs. price
% of Fund (quarterly)    MSD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 13,487 +2,382 +21.4% 0.00% $95K 2026-04-30 $7.38
2023 Q4 REDUCED 5.7% +7.5% ❌ 11,105 -674 -5.7% 0.00% $77K 2024-02-13 $5.57
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding MSD

As of 2026 Q1 β€” sorted by position size

Rareview Capital LLC 1.23% Everstar Asset Management, LLC 0.96% Whipplewood Advisors, LLC 0.78% Comprehensive Money Management Services LLC 0.4% Wealthstar Advisors, LLC 3Y 7Y 0.27% Quad-Cities Investment Group, LLC 3Y 7Y 0.07% Harbour Capital Advisors, LLC 3Y 7Y 0.02% Maridea Wealth Management LLC 0.01% Dynamic Advisor Solutions LLC 3Y 7Y 0.01% EVOLVE PRIVATE WEALTH, LLC 0.01%

FAQ About Csenge Advisory Group and MSD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Csenge Advisory Group reported owning MSD?

Csenge Advisory Group reported MSD across 2 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MSD position in Csenge Advisory Group's portfolio?

The largest reported portfolio weight for MSD was 0.00% in 2023 Q4.

What is the latest reported MSD position on this page?

The most recent filing on this page is 2026 Q1, when Csenge Advisory Group reported 13,487 shares, equal to 0.00% of portfolio, with an estimated market value of $95K.

What does the chart on this MSD ownership page compare?

The chart compares Csenge Advisory Group's quarterly MSD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Csenge Advisory Group time their MSD position?

Based on 13F filing dates vs. subsequent MSD price moves, Csenge Advisory Group correctly timed 0 out of 5 reported position changes (0%). The annualised alpha on MSD relative to SPY over the holding period was -5.6%.

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