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MORGAN STANLEY: SCHQ position timeline

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

MORGAN STANLEY held 159,441 SCHQ 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 159,441 shares
    Change vs previous 13F -153,088 shares

    <0.01% of the 13F portfolio, value $4,990,512.

    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 312,529 shares
    Change vs previous 13F -161,461 shares

    <0.01% of the 13F portfolio, value $9,822,786.

    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 473,990 shares
    Change vs previous 13F -139,510 shares

    <0.01% of the 13F portfolio, value $15,025,483.

    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 613,500 shares
    Change vs previous 13F +267,484 shares

    <0.01% of the 13F portfolio, value $19,822,218.

    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 346,016 shares
    Change vs previous 13F +26,811 shares

    <0.01% of the 13F portfolio, value $11,034,450.

    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 319,205 shares
    Change vs previous 13F +108,997 shares

    <0.01% of the 13F portfolio, value $10,457,158.

    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 210,208 shares
    Change vs previous 13F +182,460 shares

    <0.01% of the 13F portfolio, value $6,606,852.

    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 27,748 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $970,908.

    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).