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MORGAN STANLEY: INV position timeline

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

MORGAN STANLEY held 70,050 INV 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 70,050 shares
    Change vs previous 13F +24,258 shares

    <0.01% of the 13F portfolio, value $355,154.

    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 45,792 shares
    Change vs previous 13F +1,410 shares

    <0.01% of the 13F portfolio, value $179,048.

    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 44,382 shares
    Change vs previous 13F +43,232 shares

    <0.01% of the 13F portfolio, value $185,517.

    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 1,150 shares
    Change vs previous 13F -1,541 shares

    <0.01% of the 13F portfolio, value $6,659.

    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 2,691 shares
    Change vs previous 13F -13,589 shares

    <0.01% of the 13F portfolio, value $12,917.

    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 16,280 shares
    Change vs previous 13F +9,214 shares

    <0.01% of the 13F portfolio, value $125,519.

    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 7,066 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $97,864.

    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).