Morgan Stanley files Schedule 13G/A; Bloomia Holdings (LDWY) shows 12.6% stake
Rhea-AI Filing Summary
Bloomia Holdings reports that Morgan Stanley and Morgan Stanley Smith Barney LLC beneficially own 238,418 shares of Common Stock, representing 12.6% of the class. The filing lists shared dispositive power of 238,418 shares and is signed by authorized signatories on 03/06/2026.
Positive
- None.
Negative
- None.
Insights
Schedules show a substantial passive stake: 238,418 shares (12.6%).
The schedule indicates Morgan Stanley and Morgan Stanley Smith Barney LLC report shared dispositive power over 238,418 common shares, which the filing quantifies as 12.6% of the class. The filing follows the Release No. 34-39538 methodology for reporting aggregated MS operating units.
Timing is explicit: signatures are dated 03/06/2026. Cash‑flow treatment and plans to buy or sell are not stated in the excerpt; subsequent transactions, if any, would appear in later ownership reports.
This is a disclosure of beneficial ownership, not an operational change.
The filing classifies the position under Schedule 13G/A and includes Exhibits 99.1 and 99.2, including Item 7 subsidiary information. It attributes holdings to MS Reporting Units per the cited Release.
Because the filing reports beneficial ownership and shared dispositive power, governance watchers may note potential influence, but the filing contains no actions or agreements altering control.