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MORGAN STANLEY: DWM position timeline

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

MORGAN STANLEY held 915,784 DWM 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 915,784 shares
    Change vs previous 13F -34,347 shares

    <0.01% of the 13F portfolio, value $67,048,515.

    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 950,131 shares
    Change vs previous 13F -15,668 shares

    <0.01% of the 13F portfolio, value $66,405,286.

    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 965,799 shares
    Change vs previous 13F -40,922 shares

    <0.01% of the 13F portfolio, value $66,408,413.

    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 1,006,721 shares
    Change vs previous 13F -19,064 shares

    <0.01% of the 13F portfolio, value $66,663,021.

    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 1,025,785 shares
    Change vs previous 13F -19,865 shares

    <0.01% of the 13F portfolio, value $65,198,902.

    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 1,045,650 shares
    Change vs previous 13F -22,241 shares

    <0.01% of the 13F portfolio, value $60,809,672.

    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 1,067,891 shares
    Change vs previous 13F -9,878 shares

    <0.01% of the 13F portfolio, value $56,272,541.

    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 1,077,769 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $62,032,862.

    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).