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Disclosery

MORGAN STANLEY: ALTI position timeline

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

MORGAN STANLEY held 103,680 ALTI 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 103,680 shares
    Change vs previous 13F +35,109 shares

    <0.01% of the 13F portfolio, value $374,285.

    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 68,571 shares
    Change vs previous 13F -16,424 shares

    <0.01% of the 13F portfolio, value $248,228.

    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 84,995 shares
    Change vs previous 13F +16,854 shares

    <0.01% of the 13F portfolio, value $394,377.

    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 68,141 shares
    Change vs previous 13F -21,366 shares

    <0.01% of the 13F portfolio, value $242,583.

    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 89,507 shares
    Change vs previous 13F +19,975 shares

    <0.01% of the 13F portfolio, value $371,454.

    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 69,532 shares
    Change vs previous 13F -5,929 shares

    <0.01% of the 13F portfolio, value $211,376.

    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 75,461 shares
    Change vs previous 13F -13,481 shares

    <0.01% of the 13F portfolio, value $332,783.

    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 88,942 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $332,643.

    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).