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Disclosery

MORGAN STANLEY: HEEM position timeline

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

MORGAN STANLEY held 410,259 HEEM 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 410,259 shares
    Change vs previous 13F +49,126 shares

    <0.01% of the 13F portfolio, value $18,350,929.

    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 361,133 shares
    Change vs previous 13F +10,119 shares

    <0.01% of the 13F portfolio, value $13,333,064.

    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 351,014 shares
    Change vs previous 13F +5,890 shares

    <0.01% of the 13F portfolio, value $12,201,268.

    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 345,124 shares
    Change vs previous 13F -27,711 shares

    <0.01% of the 13F portfolio, value $11,613,441.

    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 372,835 shares
    Change vs previous 13F +56,666 shares

    <0.01% of the 13F portfolio, value $11,220,490.

    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 316,169 shares
    Change vs previous 13F +7,777 shares

    <0.01% of the 13F portfolio, value $8,878,029.

    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 308,392 shares
    Change vs previous 13F +91,236 shares

    <0.01% of the 13F portfolio, value $8,334,904.

    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 217,156 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,171,595.

    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).