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WORMSER FRERES GESTION: MSCI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WORMSER FRERES GESTION on MSCI, newest first. How the timeline and the estimate are built.

WORMSER FRERES GESTION held 7,981 MSCI shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,981 shares
    Change vs previous 13F +73 shares

    2.7% of the 13F portfolio, value $4,784,007.

    13F-HR 0002051288-26-000006 filed by WORMSER FRERES GESTION
    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 7,908 shares
    Change vs previous 13F -218 shares

    3.15% of the 13F portfolio, value $4,357,559.

    13F-HR 0002051288-26-000005 filed by WORMSER FRERES GESTION
    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 8,126 shares
    Change vs previous 13F +158 shares

    2.65% of the 13F portfolio, value $4,663,712.

    13F-HR 0002051288-26-000004 filed by WORMSER FRERES GESTION
    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 7,968 shares
    Change vs previous 13F +7,716 shares

    2.53% of the 13F portfolio, value $4,550,246.

    13F-HR 0002051288-26-000003 filed by WORMSER FRERES GESTION
    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 252 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $145,338.

    13F-HR 0002051288-25-000008 filed by WORMSER FRERES GESTION
    Filed (acceptance time not in the bulk data set), ingested

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