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MORGAN STANLEY: SPFI position timeline

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

MORGAN STANLEY held 64,273 SPFI 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 64,273 shares
    Change vs previous 13F -769 shares

    <0.01% of the 13F portfolio, value $2,769,234.

    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 65,042 shares
    Change vs previous 13F +2,985 shares

    <0.01% of the 13F portfolio, value $2,725,291.

    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 62,057 shares
    Change vs previous 13F +24,508 shares

    <0.01% of the 13F portfolio, value $2,407,831.

    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 37,549 shares
    Change vs previous 13F -21,188 shares

    <0.01% of the 13F portfolio, value $1,451,288.

    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 58,737 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,992,373.

    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).