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MORGAN STANLEY: QVAL position timeline

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

MORGAN STANLEY held 3,515 QVAL 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 3,515 shares
    Change vs previous 13F +2,462 shares

    <0.01% of the 13F portfolio, value $194,920.

    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 1,053 shares
    Change vs previous 13F +387 shares

    <0.01% of the 13F portfolio, value $54,914.

    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 666 shares
    Change vs previous 13F +3 shares

    <0.01% of the 13F portfolio, value $32,503.

    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 663 shares
    Change vs previous 13F +3 shares

    <0.01% of the 13F portfolio, value $30,932.

    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 660 shares
    Change vs previous 13F -2,212 shares

    <0.01% of the 13F portfolio, value $29,047.

    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 2,872 shares
    Change vs previous 13F +2,214 shares

    <0.01% of the 13F portfolio, value $122,492.

    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 658 shares
    Change vs previous 13F -2,015 shares

    <0.01% of the 13F portfolio, value $29,417.

    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 2,673 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $123,354.

    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).