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MORGAN STANLEY: SHAG position timeline

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

MORGAN STANLEY held 4,949 SHAG 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 4,949 shares
    Change vs previous 13F -2,118 shares

    <0.01% of the 13F portfolio, value $234,206.

    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 7,067 shares
    Change vs previous 13F -431 shares

    <0.01% of the 13F portfolio, value $336,248.

    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 7,498 shares
    Change vs previous 13F -337 shares

    <0.01% of the 13F portfolio, value $360,152.

    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 7,835 shares
    Change vs previous 13F -90 shares

    <0.01% of the 13F portfolio, value $375,884.

    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 7,925 shares
    Change vs previous 13F -2,192 shares

    <0.01% of the 13F portfolio, value $379,370.

    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 10,117 shares
    Change vs previous 13F +604 shares

    <0.01% of the 13F portfolio, value $481,577.

    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 9,513 shares
    Change vs previous 13F +240 shares

    <0.01% of the 13F portfolio, value $449,081.

    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 9,273 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $444,891.

    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).