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Disclosery

MORGAN STANLEY: LMBS position timeline

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

MORGAN STANLEY held 15,749,351 LMBS 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 15,749,351 shares
    Change vs previous 13F +396,525 shares

    0.04% of the 13F portfolio, value $784,002,726.

    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 15,352,826 shares
    Change vs previous 13F +1,202,229 shares

    0.05% of the 13F portfolio, value $764,724,303.

    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 14,150,597 shares
    Change vs previous 13F +338,741 shares

    0.04% of the 13F portfolio, value $707,388,368.

    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 13,811,856 shares
    Change vs previous 13F +1,575,363 shares

    0.04% of the 13F portfolio, value $687,692,385.

    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 ended2024-09-30
    13F/A 12,236,493 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $604,605,139.

    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).