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Disclosery

MORGAN STANLEY: PHEQ position timeline

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

MORGAN STANLEY held 2,851,047 PHEQ 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 2,851,047 shares
    Change vs previous 13F +337,537 shares

    0.01% of the 13F portfolio, value $98,564,116.

    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 2,513,510 shares
    Change vs previous 13F -355,988 shares

    <0.01% of the 13F portfolio, value $80,324,490.

    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 2,869,498 shares
    Change vs previous 13F +139,333 shares

    0.01% of the 13F portfolio, value $93,459,571.

    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 2,730,165 shares
    Change vs previous 13F +401,193 shares

    0.01% of the 13F portfolio, value $87,406,240.

    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 2,328,972 shares
    Change vs previous 13F -27,324 shares

    <0.01% of the 13F portfolio, value $71,426,786.

    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 2,356,296 shares
    Change vs previous 13F +371,704 shares

    <0.01% of the 13F portfolio, value $67,404,910.

    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 1,984,592 shares
    Change vs previous 13F +900,447 shares

    <0.01% of the 13F portfolio, value $58,554,990.

    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 1,084,145 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $31,125,803.

    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).