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MORGAN STANLEY: FOA position timeline

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

MORGAN STANLEY held 66,100 FOA 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 66,100 shares
    Change vs previous 13F -18,749 shares

    <0.01% of the 13F portfolio, value $1,819,072.

    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 84,849 shares
    Change vs previous 13F -27,234 shares

    <0.01% of the 13F portfolio, value $1,408,493.

    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 112,083 shares
    Change vs previous 13F -72,444 shares

    <0.01% of the 13F portfolio, value $2,713,529.

    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 184,527 shares
    Change vs previous 13F +53,333 shares

    <0.01% of the 13F portfolio, value $4,138,941.

    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 131,194 shares
    Change vs previous 13F +125,334 shares

    <0.01% of the 13F portfolio, value $3,059,444.

    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 5,860 shares
    Change vs previous 13F +1,665 shares

    <0.01% of the 13F portfolio, value $124,583.

    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 4,195 shares
    Change vs previous 13F +2,939 shares

    <0.01% of the 13F portfolio, value $117,964.

    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 1,256 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $14,532.

    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).