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MORGAN STANLEY: OLLI position timeline

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

MORGAN STANLEY held 618,584 OLLI 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 618,584 shares
    Change vs previous 13F +115,808 shares

    <0.01% of the 13F portfolio, value $47,556,794.

    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 502,776 shares
    Change vs previous 13F -78,207 shares

    <0.01% of the 13F portfolio, value $46,275,744.

    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 580,983 shares
    Change vs previous 13F -350,852 shares

    <0.01% of the 13F portfolio, value $63,681,699.

    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 931,835 shares
    Change vs previous 13F +436,635 shares

    0.01% of the 13F portfolio, value $119,647,830.

    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 495,200 shares
    Change vs previous 13F -23,112 shares

    <0.01% of the 13F portfolio, value $65,257,676.

    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 518,312 shares
    Change vs previous 13F -40,582 shares

    <0.01% of the 13F portfolio, value $60,310,950.

    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 558,894 shares
    Change vs previous 13F +243,187 shares

    <0.01% of the 13F portfolio, value $61,327,569.

    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 315,707 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $30,686,753.

    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).