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Disclosery

MORGAN STANLEY: SOXL position timeline

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

MORGAN STANLEY held 9,839 SOXL 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 9,839 shares
    Change vs previous 13F -33,730 shares

    <0.01% of the 13F portfolio, value $2,624,296.

    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 43,569 shares
    Change vs previous 13F +9,844 shares

    <0.01% of the 13F portfolio, value $2,087,391.

    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 33,725 shares
    Change vs previous 13F -21,973 shares

    <0.01% of the 13F portfolio, value $1,417,469.

    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 55,698 shares
    Change vs previous 13F -168,082 shares

    <0.01% of the 13F portfolio, value $1,940,518.

    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 223,780 shares
    Change vs previous 13F -302,693 shares

    <0.01% of the 13F portfolio, value $5,619,120.

    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 526,473 shares
    Change vs previous 13F -254,319 shares

    <0.01% of the 13F portfolio, value $8,397,259.

    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 780,792 shares
    Change vs previous 13F -511,585 shares

    <0.01% of the 13F portfolio, value $21,323,444.

    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 1,292,377 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $47,404,392.

    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).