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Disclosery

MORGAN STANLEY: REFI position timeline

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

MORGAN STANLEY held 63,595 REFI 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 63,595 shares
    Change vs previous 13F +14,923 shares

    <0.01% of the 13F portfolio, value $681,742.

    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 48,672 shares
    Change vs previous 13F +11,928 shares

    <0.01% of the 13F portfolio, value $550,975.

    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 36,744 shares
    Change vs previous 13F -17,029 shares

    <0.01% of the 13F portfolio, value $450,482.

    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 53,773 shares
    Change vs previous 13F +5,710 shares

    <0.01% of the 13F portfolio, value $687,764.

    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 48,063 shares
    Change vs previous 13F -13,611 shares

    <0.01% of the 13F portfolio, value $670,968.

    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 61,674 shares
    Change vs previous 13F -6,211 shares

    <0.01% of the 13F portfolio, value $906,614.

    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 67,885 shares
    Change vs previous 13F -7,132 shares

    <0.01% of the 13F portfolio, value $1,046,796.

    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 75,017 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,163,520.

    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).