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Disclosery

MORGAN STANLEY: SMR position timeline

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

MORGAN STANLEY held 9,138,597 SMR 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 9,138,597 shares
    Change vs previous 13F +2,085,628 shares

    <0.01% of the 13F portfolio, value $91,660,137.

    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 7,052,969 shares
    Change vs previous 13F +1,775,064 shares

    <0.01% of the 13F portfolio, value $76,454,193.

    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 5,277,905 shares
    Change vs previous 13F +2,361,532 shares

    <0.01% of the 13F portfolio, value $74,787,928.

    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 2,916,373 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $104,989,438.

    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).