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MORGAN STANLEY: EPM position timeline

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

MORGAN STANLEY held 637,694 EPM 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 637,694 shares
    Change vs previous 13F -13,635 shares

    <0.01% of the 13F portfolio, value $2,346,718.

    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 651,329 shares
    Change vs previous 13F -8,634 shares

    <0.01% of the 13F portfolio, value $2,983,087.

    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 659,963 shares
    Change vs previous 13F +18,897 shares

    <0.01% of the 13F portfolio, value $2,336,274.

    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 641,066 shares
    Change vs previous 13F +48,471 shares

    <0.01% of the 13F portfolio, value $3,089,945.

    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 592,595 shares
    Change vs previous 13F -16,442 shares

    <0.01% of the 13F portfolio, value $2,785,201.

    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 609,037 shares
    Change vs previous 13F -11,541 shares

    <0.01% of the 13F portfolio, value $3,154,820.

    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 620,578 shares
    Change vs previous 13F -16,813 shares

    <0.01% of the 13F portfolio, value $3,245,628.

    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 637,391 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,384,550.

    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).