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Disclosery

MORGAN STANLEY: PERF position timeline

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

MORGAN STANLEY held 23,341 PERF 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 23,341 shares
    Change vs previous 13F +700 shares

    <0.01% of the 13F portfolio, value $38,746.

    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 22,641 shares
    Change vs previous 13F -122,331 shares

    <0.01% of the 13F portfolio, value $38,263.

    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 144,972 shares
    Change vs previous 13F -3,029 shares

    <0.01% of the 13F portfolio, value $262,400.

    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 148,001 shares
    Change vs previous 13F -32,898 shares

    <0.01% of the 13F portfolio, value $278,242.

    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 180,899 shares
    Change vs previous 13F +179,689 shares

    <0.01% of the 13F portfolio, value $416,068.

    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 1,210 shares
    Change vs previous 13F -70,000 shares

    <0.01% of the 13F portfolio, value $2,263.

    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 71,210 shares
    Change vs previous 13F +70,000 shares

    <0.01% of the 13F portfolio, value $201,524.

    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 1,210 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,323.

    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).