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Disclosery

MORGAN STANLEY: OZ position timeline

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

MORGAN STANLEY held 3,212 OZ 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 3,212 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $145,471.

    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 3,212 shares
    Change vs previous 13F -1,646 shares

    <0.01% of the 13F portfolio, value $170,878.

    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 4,858 shares
    Change vs previous 13F +1,663 shares

    <0.01% of the 13F portfolio, value $315,916.

    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 3,195 shares
    Change vs previous 13F -28 shares

    <0.01% of the 13F portfolio, value $204,480.

    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 3,223 shares
    Change vs previous 13F -30 shares

    <0.01% of the 13F portfolio, value $206,305.

    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 3,253 shares
    Change vs previous 13F +70 shares

    <0.01% of the 13F portfolio, value $209,819.

    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 3,183 shares
    Change vs previous 13F +50 shares

    <0.01% of the 13F portfolio, value $246,364.

    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 3,133 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $216,239.

    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).