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MORGAN STANLEY: HEPS position timeline

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

MORGAN STANLEY held 592,476 HEPS 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 592,476 shares
    Change vs previous 13F +69,840 shares

    <0.01% of the 13F portfolio, value $1,724,105.

    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 522,636 shares
    Change vs previous 13F -315,724 shares

    <0.01% of the 13F portfolio, value $1,369,307.

    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 838,360 shares
    Change vs previous 13F -278,384 shares

    <0.01% of the 13F portfolio, value $2,079,134.

    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 1,116,744 shares
    Change vs previous 13F +281,666 shares

    <0.01% of the 13F portfolio, value $3,004,041.

    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 835,078 shares
    Change vs previous 13F -121,120 shares

    <0.01% of the 13F portfolio, value $2,254,711.

    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 956,198 shares
    Change vs previous 13F -48,920 shares

    <0.01% of the 13F portfolio, value $2,725,164.

    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 1,005,118 shares
    Change vs previous 13F +483,030 shares

    <0.01% of the 13F portfolio, value $3,045,507.

    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 522,088 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,179,920.

    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).