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Disclosery

MORGAN STANLEY: SMID position timeline

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

MORGAN STANLEY held 22,883 SMID 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 22,883 shares
    Change vs previous 13F +9,940 shares

    <0.01% of the 13F portfolio, value $663,607.

    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 12,943 shares
    Change vs previous 13F -1,337 shares

    <0.01% of the 13F portfolio, value $421,036.

    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 14,280 shares
    Change vs previous 13F +2,367 shares

    <0.01% of the 13F portfolio, value $518,935.

    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 11,913 shares
    Change vs previous 13F -1,035 shares

    <0.01% of the 13F portfolio, value $439,590.

    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 12,948 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $432,333.

    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).