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MORGAN STANLEY: HEZU position timeline

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

MORGAN STANLEY held 226,411 HEZU 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 226,411 shares
    Change vs previous 13F +57,433 shares

    <0.01% of the 13F portfolio, value $11,355,214.

    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 168,978 shares
    Change vs previous 13F +13,877 shares

    <0.01% of the 13F portfolio, value $7,384,384.

    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 155,101 shares
    Change vs previous 13F +14,638 shares

    <0.01% of the 13F portfolio, value $6,787,242.

    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 140,463 shares
    Change vs previous 13F -14,602 shares

    <0.01% of the 13F portfolio, value $5,922,487.

    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 155,065 shares
    Change vs previous 13F -14,608 shares

    <0.01% of the 13F portfolio, value $6,362,356.

    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 169,673 shares
    Change vs previous 13F +49,304 shares

    <0.01% of the 13F portfolio, value $6,612,201.

    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 120,369 shares
    Change vs previous 13F -8,131 shares

    <0.01% of the 13F portfolio, value $4,314,044.

    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 128,500 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,723,686.

    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).