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Disclosery

MORGAN STANLEY: DAVE position timeline

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

MORGAN STANLEY held 97,550 DAVE 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 97,550 shares
    Change vs previous 13F +41,479 shares

    <0.01% of the 13F portfolio, value $36,347,114.

    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 56,071 shares
    Change vs previous 13F -12,084 shares

    <0.01% of the 13F portfolio, value $9,761,447.

    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 68,155 shares
    Change vs previous 13F -49,133 shares

    <0.01% of the 13F portfolio, value $15,090,573.

    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 117,288 shares
    Change vs previous 13F +33,590 shares

    <0.01% of the 13F portfolio, value $23,381,686.

    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 83,698 shares
    Change vs previous 13F +33,688 shares

    <0.01% of the 13F portfolio, value $22,465,528.

    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 50,010 shares
    Change vs previous 13F -4,587 shares

    <0.01% of the 13F portfolio, value $4,133,845.

    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 54,597 shares
    Change vs previous 13F +22,535 shares

    <0.01% of the 13F portfolio, value $4,745,629.

    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 32,062 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,281,199.

    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).