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MORGAN STANLEY: SMBC position timeline

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

MORGAN STANLEY held 93,987 SMBC 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 93,987 shares
    Change vs previous 13F -6,050 shares

    <0.01% of the 13F portfolio, value $7,162,814.

    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 100,037 shares
    Change vs previous 13F -2,669 shares

    <0.01% of the 13F portfolio, value $6,396,415.

    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 102,706 shares
    Change vs previous 13F +12,013 shares

    <0.01% of the 13F portfolio, value $6,072,013.

    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 90,693 shares
    Change vs previous 13F +40,603 shares

    <0.01% of the 13F portfolio, value $4,766,854.

    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 ended2024-09-30
    13F/A 50,090 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,829,609.

    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).