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MORGAN STANLEY: HLNE position timeline

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

MORGAN STANLEY held 857,072 HLNE 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 857,072 shares
    Change vs previous 13F +131,800 shares

    <0.01% of the 13F portfolio, value $67,563,078.

    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 725,272 shares
    Change vs previous 13F +146,046 shares

    <0.01% of the 13F portfolio, value $72,092,170.

    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 579,226 shares
    Change vs previous 13F -72,100 shares

    <0.01% of the 13F portfolio, value $77,795,910.

    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 651,326 shares
    Change vs previous 13F -120,928 shares

    0.01% of the 13F portfolio, value $87,792,412.

    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 772,254 shares
    Change vs previous 13F +21,052 shares

    0.01% of the 13F portfolio, value $109,752,976.

    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 751,202 shares
    Change vs previous 13F +80,407 shares

    0.01% of the 13F portfolio, value $111,681,329.

    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 670,795 shares
    Change vs previous 13F -57,021 shares

    0.01% of the 13F portfolio, value $99,311,437.

    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 727,816 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $122,557,112.

    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).