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Disclosery

MORGAN STANLEY: SOXQ position timeline

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

MORGAN STANLEY held 919,311 SOXQ 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 919,311 shares
    Change vs previous 13F +388,692 shares

    0.01% of the 13F portfolio, value $103,054,933.

    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 530,619 shares
    Change vs previous 13F +86,227 shares

    <0.01% of the 13F portfolio, value $31,678,069.

    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 444,392 shares
    Change vs previous 13F +347,506 shares

    <0.01% of the 13F portfolio, value $24,783,742.

    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 96,886 shares
    Change vs previous 13F +92,678 shares

    <0.01% of the 13F portfolio, value $4,855,927.

    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 4,208 shares
    Change vs previous 13F +3,137 shares

    <0.01% of the 13F portfolio, value $183,721.

    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 1,071 shares
    Change vs previous 13F -529 shares

    <0.01% of the 13F portfolio, value $36,039.

    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 1,600 shares
    Change vs previous 13F +938 shares

    <0.01% of the 13F portfolio, value $62,787.

    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 662 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $26,964.

    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).