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Disclosery

MORGAN STANLEY: SAMG position timeline

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

MORGAN STANLEY held 187,944 SAMG 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 187,944 shares
    Change vs previous 13F +103,852 shares

    <0.01% of the 13F portfolio, value $1,900,127.

    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 84,092 shares
    Change vs previous 13F -7,439 shares

    <0.01% of the 13F portfolio, value $1,130,207.

    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 91,531 shares
    Change vs previous 13F -24,359 shares

    <0.01% of the 13F portfolio, value $1,390,367.

    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 115,890 shares
    Change vs previous 13F -3,934 shares

    <0.01% of the 13F portfolio, value $1,825,281.

    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 119,824 shares
    Change vs previous 13F +38,388 shares

    <0.01% of the 13F portfolio, value $1,900,428.

    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 81,436 shares
    Change vs previous 13F -13,105 shares

    <0.01% of the 13F portfolio, value $1,332,302.

    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 94,541 shares
    Change vs previous 13F +2,787 shares

    <0.01% of the 13F portfolio, value $1,738,620.

    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 91,754 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,581,853.

    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).