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MORGAN STANLEY: SGU position timeline

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

MORGAN STANLEY held 79,901 SGU 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 79,901 shares
    Change vs previous 13F -152 shares

    <0.01% of the 13F portfolio, value $1,025,934.

    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 80,053 shares
    Change vs previous 13F -2,506 shares

    <0.01% of the 13F portfolio, value $983,061.

    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 82,559 shares
    Change vs previous 13F -34,128 shares

    <0.01% of the 13F portfolio, value $977,501.

    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 116,687 shares
    Change vs previous 13F +184 shares

    <0.01% of the 13F portfolio, value $1,380,408.

    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 116,503 shares
    Change vs previous 13F +36,546 shares

    <0.01% of the 13F portfolio, value $1,363,094.

    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 79,957 shares
    Change vs previous 13F -5,453 shares

    <0.01% of the 13F portfolio, value $1,053,837.

    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 85,410 shares
    Change vs previous 13F -10,623 shares

    <0.01% of the 13F portfolio, value $985,641.

    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 96,033 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,127,429.

    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).