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MORGAN STANLEY: LOPE position timeline

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

MORGAN STANLEY held 235,078 LOPE 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 235,078 shares
    Change vs previous 13F -82,087 shares

    <0.01% of the 13F portfolio, value $33,642,296.

    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 317,165 shares
    Change vs previous 13F +80,344 shares

    <0.01% of the 13F portfolio, value $53,927,733.

    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 236,821 shares
    Change vs previous 13F -22,012 shares

    <0.01% of the 13F portfolio, value $39,385,857.

    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 258,833 shares
    Change vs previous 13F +39,120 shares

    <0.01% of the 13F portfolio, value $56,819,110.

    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 219,713 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $31,166,473.

    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).