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Disclosery

MORGAN STANLEY: HLIO position timeline

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

MORGAN STANLEY held 218,478 HLIO 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 218,478 shares
    Change vs previous 13F +78,139 shares

    <0.01% of the 13F portfolio, value $19,499,226.

    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 140,339 shares
    Change vs previous 13F -1,669 shares

    <0.01% of the 13F portfolio, value $9,081,397.

    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 142,008 shares
    Change vs previous 13F -26,796 shares

    <0.01% of the 13F portfolio, value $7,596,049.

    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 168,804 shares
    Change vs previous 13F -44,549 shares

    <0.01% of the 13F portfolio, value $8,799,793.

    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 213,353 shares
    Change vs previous 13F +14,903 shares

    <0.01% of the 13F portfolio, value $7,119,613.

    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 198,450 shares
    Change vs previous 13F +47,168 shares

    <0.01% of the 13F portfolio, value $6,368,269.

    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 151,282 shares
    Change vs previous 13F -20,054 shares

    <0.01% of the 13F portfolio, value $6,753,268.

    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 171,336 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,172,744.

    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).