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Disclosery

MORGAN STANLEY: LU position timeline

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

MORGAN STANLEY held 451,248 LU 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 451,248 shares
    Change vs previous 13F -26,666 shares

    <0.01% of the 13F portfolio, value $595,649.

    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 477,914 shares
    Change vs previous 13F -173,685 shares

    <0.01% of the 13F portfolio, value $893,699.

    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 651,599 shares
    Change vs previous 13F +334,310 shares

    <0.01% of the 13F portfolio, value $1,668,094.

    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 317,289 shares
    Change vs previous 13F -206,623 shares

    <0.01% of the 13F portfolio, value $1,288,196.

    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 523,912 shares
    Change vs previous 13F -1,927,521 shares

    <0.01% of the 13F portfolio, value $1,461,716.

    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 2,451,433 shares
    Change vs previous 13F +1,885,442 shares

    <0.01% of the 13F portfolio, value $7,280,757.

    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 565,991 shares
    Change vs previous 13F -313,389 shares

    <0.01% of the 13F portfolio, value $1,352,720.

    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 879,380 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,069,040.

    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).