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Disclosery

MORGAN STANLEY: HRB position timeline

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

MORGAN STANLEY held 2,185,522 HRB 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 2,185,522 shares
    Change vs previous 13F +197,487 shares

    <0.01% of the 13F portfolio, value $83,224,723.

    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 1,988,035 shares
    Change vs previous 13F +487,082 shares

    <0.01% of the 13F portfolio, value $63,100,258.

    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 1,500,953 shares
    Change vs previous 13F -327,876 shares

    <0.01% of the 13F portfolio, value $65,411,560.

    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 1,828,829 shares
    Change vs previous 13F -225,757 shares

    0.01% of the 13F portfolio, value $92,483,937.

    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 2,054,586 shares
    Change vs previous 13F -95,426 shares

    0.01% of the 13F portfolio, value $112,776,273.

    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 2,150,012 shares
    Change vs previous 13F -21,351 shares

    0.01% of the 13F portfolio, value $118,057,235.

    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 2,171,363 shares
    Change vs previous 13F +2,768 shares

    0.01% of the 13F portfolio, value $114,734,938.

    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 2,168,595 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $137,814,313.

    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).