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Disclosery

MORGAN STANLEY: AGM position timeline

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

MORGAN STANLEY held 66,246 AGM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,246 shares
    Change vs previous 13F +19,304 shares

    <0.01% of the 13F portfolio, value $13,201,075.

    13F-HR 0000895421-26-000243 filed by MORGAN STANLEY
    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 46,942 shares
    Change vs previous 13F -21,021 shares

    <0.01% of the 13F portfolio, value $6,964,056.

    13F-HR 0000895421-26-000183 filed by MORGAN STANLEY
    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/A 67,963 shares
    Change vs previous 13F -23,720 shares

    <0.01% of the 13F portfolio, value $11,932,760.

    13F-HR/A 0000895421-26-000187 filed by MORGAN STANLEY
    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/A 91,683 shares
    Change vs previous 13F -8,529 shares

    <0.01% of the 13F portfolio, value $15,401,206.

    13F-HR/A 0000895421-26-000186 filed by MORGAN STANLEY
    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 100,212 shares
    Change vs previous 13F +14,025 shares

    <0.01% of the 13F portfolio, value $19,469,479.

    13F-HR 0000895421-25-000499 filed by MORGAN STANLEY
    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 86,187 shares
    Change vs previous 13F -2,056 shares

    <0.01% of the 13F portfolio, value $16,161,146.

    13F-HR 0000895421-25-000381 filed by MORGAN STANLEY
    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/A 88,243 shares
    Change vs previous 13F -10,588 shares

    <0.01% of the 13F portfolio, value $17,379,620.

    13F-HR/A 0000895421-25-000380 filed by MORGAN STANLEY
    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/A 98,831 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $18,522,097.

    13F-HR/A 0000895421-25-000379 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

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