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MORGAN STANLEY: OUNZ position timeline

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

MORGAN STANLEY held 54,928 OUNZ 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 54,928 shares
    Change vs previous 13F +3,505 shares

    <0.01% of the 13F portfolio, value $2,119,672.

    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 51,423 shares
    Change vs previous 13F +251 shares

    <0.01% of the 13F portfolio, value $2,316,606.

    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 51,172 shares
    Change vs previous 13F -12,890 shares

    <0.01% of the 13F portfolio, value $2,122,615.

    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 64,062 shares
    Change vs previous 13F +16,527 shares

    <0.01% of the 13F portfolio, value $2,382,466.

    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 47,535 shares
    Change vs previous 13F +9,948 shares

    <0.01% of the 13F portfolio, value $1,515,891.

    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 37,587 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $1,132,872.

    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 37,587 shares
    Change vs previous 13F +1,287 shares

    <0.01% of the 13F portfolio, value $950,951.

    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 36,300 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $921,657.

    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).