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Disclosery

MORGAN STANLEY: PBE position timeline

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

MORGAN STANLEY held 148,498 PBE 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 148,498 shares
    Change vs previous 13F +16,719 shares

    <0.01% of the 13F portfolio, value $13,312,723.

    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 131,779 shares
    Change vs previous 13F -1,524 shares

    <0.01% of the 13F portfolio, value $10,434,325.

    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 133,303 shares
    Change vs previous 13F +35,317 shares

    <0.01% of the 13F portfolio, value $10,950,901.

    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 97,986 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,846,306.

    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).