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Disclosery

MORGAN STANLEY: SMB position timeline

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

MORGAN STANLEY held 867,464 SMB 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 867,464 shares
    Change vs previous 13F +34,041 shares

    <0.01% of the 13F portfolio, value $15,050,506.

    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 833,423 shares
    Change vs previous 13F +111,363 shares

    <0.01% of the 13F portfolio, value $14,418,232.

    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 722,060 shares
    Change vs previous 13F +240,744 shares

    <0.01% of the 13F portfolio, value $12,571,089.

    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 481,316 shares
    Change vs previous 13F -37,727 shares

    <0.01% of the 13F portfolio, value $8,384,539.

    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 519,043 shares
    Change vs previous 13F +28,052 shares

    <0.01% of the 13F portfolio, value $8,958,686.

    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 490,991 shares
    Change vs previous 13F +57,320 shares

    <0.01% of the 13F portfolio, value $8,413,138.

    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 433,671 shares
    Change vs previous 13F +39,160 shares

    <0.01% of the 13F portfolio, value $7,411,444.

    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 394,511 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,821,110.

    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).