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MORGAN STANLEY: PWP position timeline

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

MORGAN STANLEY held 319,422 PWP 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 319,422 shares
    Change vs previous 13F -50,167 shares

    <0.01% of the 13F portfolio, value $5,097,982.

    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 369,589 shares
    Change vs previous 13F -767,676 shares

    <0.01% of the 13F portfolio, value $6,711,750.

    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 1,137,265 shares
    Change vs previous 13F +668,799 shares

    <0.01% of the 13F portfolio, value $19,674,692.

    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 468,466 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,987,702.

    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).