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MORGAN STANLEY: SRG position timeline

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

MORGAN STANLEY held 4,199 SRG 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 4,199 shares
    Change vs previous 13F -37,212 shares

    <0.01% of the 13F portfolio, value $11,044.

    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 41,411 shares
    Change vs previous 13F -36,940 shares

    <0.01% of the 13F portfolio, value $116,366.

    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 78,351 shares
    Change vs previous 13F -36,976 shares

    <0.01% of the 13F portfolio, value $254,643.

    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 115,327 shares
    Change vs previous 13F -42,897 shares

    <0.01% of the 13F portfolio, value $490,144.

    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 158,224 shares
    Change vs previous 13F +41,809 shares

    <0.01% of the 13F portfolio, value $487,329.

    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 116,415 shares
    Change vs previous 13F +59,884 shares

    <0.01% of the 13F portfolio, value $376,022.

    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 56,531 shares
    Change vs previous 13F -8,978 shares

    <0.01% of the 13F portfolio, value $232,912.

    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 65,509 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $304,622.

    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).