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MORGAN STANLEY: LZM position timeline

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

MORGAN STANLEY held 123,971 LZM 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 123,971 shares
    Change vs previous 13F -13,454 shares

    <0.01% of the 13F portfolio, value $481,008.

    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 137,425 shares
    Change vs previous 13F -1,111 shares

    <0.01% of the 13F portfolio, value $461,749.

    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 138,536 shares
    Change vs previous 13F +7,559 shares

    <0.01% of the 13F portfolio, value $591,549.

    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 130,977 shares
    Change vs previous 13F +7,875 shares

    <0.01% of the 13F portfolio, value $717,757.

    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 123,102 shares
    Change vs previous 13F +69,938 shares

    <0.01% of the 13F portfolio, value $507,182.

    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 53,164 shares
    Change vs previous 13F -40,144 shares

    <0.01% of the 13F portfolio, value $222,227.

    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 93,308 shares
    Change vs previous 13F -2,793 shares

    <0.01% of the 13F portfolio, value $648,493.

    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 96,101 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $672,714.

    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).