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Disclosery

MORGAN STANLEY: ROBT position timeline

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

MORGAN STANLEY held 635,762 ROBT 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 635,762 shares
    Change vs previous 13F -93,721 shares

    <0.01% of the 13F portfolio, value $35,767,984.

    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 729,483 shares
    Change vs previous 13F +28,788 shares

    <0.01% of the 13F portfolio, value $33,673,099.

    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 700,695 shares
    Change vs previous 13F +162,348 shares

    <0.01% of the 13F portfolio, value $36,342,638.

    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 538,347 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $28,473,196.

    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).