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Disclosery

MORGAN STANLEY: OPTU position timeline

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

MORGAN STANLEY held 291,902 OPTU 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 291,902 shares
    Change vs previous 13F -3,684,280 shares

    <0.01% of the 13F portfolio, value $423,258.

    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 3,976,182 shares
    Change vs previous 13F -331,306 shares

    <0.01% of the 13F portfolio, value $5,169,038.

    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 4,307,488 shares
    Change vs previous 13F +140,596 shares

    <0.01% of the 13F portfolio, value $7,107,355.

    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 4,166,892 shares
    Change vs previous 13F +1,517,140 shares

    <0.01% of the 13F portfolio, value $10,042,212.

    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 2,649,752 shares
    Change vs previous 13F +1,051,485 shares

    <0.01% of the 13F portfolio, value $5,670,469.

    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 1,598,267 shares
    Change vs previous 13F +733,224 shares

    <0.01% of the 13F portfolio, value $4,251,393.

    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 865,043 shares
    Change vs previous 13F +195,880 shares

    <0.01% of the 13F portfolio, value $2,084,754.

    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 669,163 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,646,141.

    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).