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MORGAN STANLEY: HZO position timeline

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

MORGAN STANLEY held 176,865 HZO 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 176,865 shares
    Change vs previous 13F -41,299 shares

    <0.01% of the 13F portfolio, value $6,476,829.

    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 218,164 shares
    Change vs previous 13F -226,099 shares

    <0.01% of the 13F portfolio, value $5,903,543.

    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 444,263 shares
    Change vs previous 13F +232,904 shares

    <0.01% of the 13F portfolio, value $10,764,531.

    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 211,359 shares
    Change vs previous 13F -28,354 shares

    <0.01% of the 13F portfolio, value $5,353,751.

    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 239,713 shares
    Change vs previous 13F +29,749 shares

    <0.01% of the 13F portfolio, value $6,026,400.

    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 209,964 shares
    Change vs previous 13F +47,967 shares

    <0.01% of the 13F portfolio, value $4,514,238.

    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 161,997 shares
    Change vs previous 13F -107,950 shares

    <0.01% of the 13F portfolio, value $4,689,814.

    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 269,947 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,521,031.

    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).