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Disclosery

MORGAN STANLEY: SHLD position timeline

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

MORGAN STANLEY held 3,635,394 SHLD 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 3,635,394 shares
    Change vs previous 13F +74,240 shares

    0.01% of the 13F portfolio, value $217,069,379.

    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 3,561,154 shares
    Change vs previous 13F +887,321 shares

    0.02% of the 13F portfolio, value $252,272,162.

    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 2,673,833 shares
    Change vs previous 13F +334,218 shares

    0.01% of the 13F portfolio, value $173,237,687.

    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 2,339,615 shares
    Change vs previous 13F +628,344 shares

    0.01% of the 13F portfolio, value $164,334,598.

    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 1,711,271 shares
    Change vs previous 13F +949,998 shares

    0.01% of the 13F portfolio, value $103,104,083.

    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 761,273 shares
    Change vs previous 13F +559,680 shares

    <0.01% of the 13F portfolio, value $35,437,282.

    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 201,593 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,541,603.

    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).