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Disclosery

&PARTNERS: MS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of &PARTNERS on MS, newest first. How the timeline and the estimate are built.

&PARTNERS held 173,994 MS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 173,994 shares
    Change vs previous 13F +17,659 shares

    0.15% of the 13F portfolio, value $36,289,125.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 156,335 shares
    Change vs previous 13F +9,644 shares

    0.13% of the 13F portfolio, value $25,680,847.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 146,691 shares
    Change vs previous 13F +35,824 shares

    0.14% of the 13F portfolio, value $26,043,874.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 110,867 shares
    Change vs previous 13F +37,984 shares

    0.11% of the 13F portfolio, value $17,524,582.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 72,883 shares
    Change vs previous 13F +21,137 shares

    0.08% of the 13F portfolio, value $10,267,541.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 51,746 shares
    Change vs previous 13F -7,688 shares

    0.06% of the 13F portfolio, value $5,970,208.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 59,434 shares
    Change vs previous 13F +12,058 shares

    0.09% of the 13F portfolio, value $7,484,824.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 47,376 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $4,856,015.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).