EDD β€” MORGAN STANLEY EMERGING MKTS

Ownership history in GM Advisory Group, LLC  Β·  3 quarters on record

AI Ownership Summary

GM Advisory Group, LLC reported MORGAN STANLEY EMERGING MKTS (EDD) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 0.01% in 2025 Q1. The latest visible filing shows EDD 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.

What this EDD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GM Advisory Group, LLC's position in MORGAN STANLEY EMERGING MKTS, 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
2025 Q3

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

High-water mark
Peak Conviction
0.01% in 2025 Q1

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

Time in book
Holding Window
2025 Q1 to 2025 Q3

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.

How GM Advisory Group, LLC held EDD β€” position size vs. price
% of Fund (quarterly)    EDD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 18,920 β€” 0% 0.00% $102K 2025-11-19 $5.22
2025 Q2 REDUCED 18,920 -9,140 -32.6% 0.00% $97K 2025-08-13 $5.10
2025 Q1 INITIATED 28,060 β€” β€” 0.01% $132K 2025-05-14 $4.57

FAQ About GM Advisory Group, LLC and EDD

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

How long has GM Advisory Group, LLC reported owning EDD?

GM Advisory Group, LLC reported EDD across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported EDD position in GM Advisory Group, LLC's portfolio?

The largest reported portfolio weight for EDD was 0.01% in 2025 Q1.

What is the latest reported EDD position on this page?

The most recent filing on this page is 2025 Q3, when GM Advisory Group, LLC reported 18,920 shares, equal to 0.00% of portfolio, with an estimated market value of $102K.

What does the chart on this EDD ownership page compare?

The chart compares GM Advisory Group, LLC's quarterly EDD 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.

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