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Disclosery

MORGAN STANLEY: BOXX position timeline

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

MORGAN STANLEY held 7,588 BOXX 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 7,588 shares
    Change vs previous 13F +5,385 shares

    <0.01% of the 13F portfolio, value $888,479.

    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 2,203 shares
    Change vs previous 13F -8,925 shares

    <0.01% of the 13F portfolio, value $256,196.

    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 11,128 shares
    Change vs previous 13F -301 shares

    <0.01% of the 13F portfolio, value $1,280,833.

    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 11,429 shares
    Change vs previous 13F +6,794 shares

    <0.01% of the 13F portfolio, value $1,301,306.

    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 4,635 shares
    Change vs previous 13F -141,093 shares

    <0.01% of the 13F portfolio, value $522,272.

    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 145,728 shares
    Change vs previous 13F +145,251 shares

    <0.01% of the 13F portfolio, value $16,247,215.

    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 477 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $52,607.

    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 476 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $51,851.

    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).