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Disclosery

MORGAN STANLEY: PFM position timeline

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

MORGAN STANLEY held 625,664 PFM 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 625,664 shares
    Change vs previous 13F -48,943 shares

    <0.01% of the 13F portfolio, value $34,695,839.

    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 674,607 shares
    Change vs previous 13F -69,941 shares

    <0.01% of the 13F portfolio, value $34,466,987.

    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 744,548 shares
    Change vs previous 13F +20,084 shares

    <0.01% of the 13F portfolio, value $38,347,785.

    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 724,464 shares
    Change vs previous 13F +2,904 shares

    <0.01% of the 13F portfolio, value $36,761,159.

    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 721,560 shares
    Change vs previous 13F +51,646 shares

    <0.01% of the 13F portfolio, value $34,757,576.

    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 669,914 shares
    Change vs previous 13F -12,966 shares

    <0.01% of the 13F portfolio, value $30,668,685.

    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 682,880 shares
    Change vs previous 13F +14,918 shares

    <0.01% of the 13F portfolio, value $31,316,877.

    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 667,962 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $31,093,652.

    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).