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Disclosery

MORGAN STANLEY: EPU position timeline

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

MORGAN STANLEY held 138,390 EPU 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 138,390 shares
    Change vs previous 13F -20,187 shares

    <0.01% of the 13F portfolio, value $11,555,640.

    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 158,577 shares
    Change vs previous 13F -47,331 shares

    <0.01% of the 13F portfolio, value $12,798,894.

    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 205,908 shares
    Change vs previous 13F +32,648 shares

    <0.01% of the 13F portfolio, value $14,897,479.

    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 173,260 shares
    Change vs previous 13F +47,315 shares

    <0.01% of the 13F portfolio, value $10,655,490.

    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 125,945 shares
    Change vs previous 13F +10,571 shares

    <0.01% of the 13F portfolio, value $6,119,667.

    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 115,374 shares
    Change vs previous 13F -7,904 shares

    <0.01% of the 13F portfolio, value $5,063,788.

    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 123,278 shares
    Change vs previous 13F +5,415 shares

    <0.01% of the 13F portfolio, value $4,883,288.

    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 117,863 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,089,331.

    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).