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MORGAN STANLEY: CLOA position timeline

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

MORGAN STANLEY held 967,249 CLOA 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 967,249 shares
    Change vs previous 13F +141,760 shares

    <0.01% of the 13F portfolio, value $50,209,922.

    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 825,489 shares
    Change vs previous 13F +577,709 shares

    <0.01% of the 13F portfolio, value $42,789,265.

    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 247,780 shares
    Change vs previous 13F +90,982 shares

    <0.01% of the 13F portfolio, value $12,821,316.

    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 156,798 shares
    Change vs previous 13F +12,415 shares

    <0.01% of the 13F portfolio, value $8,148,024.

    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 144,383 shares
    Change vs previous 13F +72,103 shares

    <0.01% of the 13F portfolio, value $7,496,401.

    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 72,280 shares
    Change vs previous 13F -100,789 shares

    <0.01% of the 13F portfolio, value $3,742,680.

    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 173,069 shares
    Change vs previous 13F -33,814 shares

    <0.01% of the 13F portfolio, value $8,959,813.

    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 206,883 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,751,736.

    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).