Entity Type
Individual
Filer Snapshot
Morgan Stephen L.
CIK 0001997166. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total Filings
6
Latest Filing
17 Oct 2025
Industry
n/a
Follow future filing-backed changes
Save this filer to return when a new filing changes the portfolio, large-stake, insider, or company context.
Save and revisit
Save this filer page
Create a free account to keep this page in your watchlists. After verification, we will save it automatically and open your saved research list.
Best next click
Start with the summary below, then verify the strongest source-backed page for this filer.
- Open 13F if you want portfolio holdings.
- Open 13D/G or insider pages only when this CIK has those rows.
Source: SEC Schedule 13D/G
View Source Filing
SCHEDULE 13G filed on 17 Oct 2025 for CIK 0001997166.
- Business address
- 33 East Main Street, Suite 500, Madison, WI, 53703
- Top holdings (Schedule 13G)
- REFR and TOMZ
Filer intelligence
What SEC filings say about Morgan Stephen L.
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Quick read
- 2 recent 13D/G stake rows found; top row is REFR at 6.9% ownership.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
13D/G large-stake context
REFR
30 Sep 2025 · common stock
TOMZ
30 Jun 2025 · common stock
Latest update
What changed recently for Morgan Stephen L.
Latest Schedule 13D/G period: 30 Sep 2025. Open the source-backed page to inspect the fresh filing or facts context.
Update date
17 Oct 2025
Page type
Filer profile
Latest period
30 Sep 2025
Schedule 13D/G context is visible from filings filed on 17 Oct 2025.
Filer Overview
Morgan Stephen L. has filed 6 SEC EDGAR filings since 19 Oct 2023. Common forms include SCHEDULE 13G, SC 13G.
Latest Filings
Recent SEC filings for Morgan Stephen L. with direct links to document and filing folders.
SCHEDULE 13G
SCHEDULE 13G filing
- Filing date
- 17 Oct 2025
- Reporting date
- Not listed
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
SCHEDULE 13G
SCHEDULE 13G filing
- Filing date
- 23 Jul 2025
- Reporting date
- Not listed
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
SC 13G
SC 13G filing
- Filing date
- 11 Oct 2024
- Reporting date
- Not listed
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
SC 13G
SC 13G filing
- Filing date
- 08 May 2024
- Reporting date
- Not listed
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
SC 13G
SC 13G filing
- Filing date
- 24 Jan 2024
- Reporting date
- Not listed
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
SC 13G
13G
- Filing date
- 19 Oct 2023
- Reporting date
- Not listed
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
About this filer
Morgan Stephen L. files with the SEC under CIK 0001997166. This page aggregates EDGAR filings and related ownership activity.
FAQ
- What is a CIK?
- A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
- Why are some filings missing?
- New filings appear as the SEC updates EDGAR, and older records can vary by availability.
- How often is this page updated?
- Updates follow new EDGAR submissions and periodic data refreshes.