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Disclosery

MORGAN STANLEY: SDY position timeline

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

MORGAN STANLEY held 4,906,331 SDY 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 4,906,331 shares
    Change vs previous 13F +56,490 shares

    0.04% of the 13F portfolio, value $746,645,676.

    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 4,849,841 shares
    Change vs previous 13F +9,145 shares

    0.04% of the 13F portfolio, value $707,786,099.

    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 4,840,696 shares
    Change vs previous 13F +95,878 shares

    0.04% of the 13F portfolio, value $673,631,446.

    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 4,744,818 shares
    Change vs previous 13F -26,325 shares

    0.04% of the 13F portfolio, value $664,512,031.

    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 4,771,143 shares
    Change vs previous 13F -94,613 shares

    0.04% of the 13F portfolio, value $647,587,665.

    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 4,865,756 shares
    Change vs previous 13F +78,397 shares

    0.05% of the 13F portfolio, value $660,185,870.

    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 4,787,359 shares
    Change vs previous 13F +96,298 shares

    0.04% of the 13F portfolio, value $632,410,451.

    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 4,691,061 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $666,318,734.

    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).