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Disclosery

MORGAN STANLEY: SUSA position timeline

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

MORGAN STANLEY held 1,180,021 SUSA 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 1,180,021 shares
    Change vs previous 13F +180,777 shares

    0.01% of the 13F portfolio, value $182,077,518.

    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 999,244 shares
    Change vs previous 13F -12,358 shares

    0.01% of the 13F portfolio, value $132,000,320.

    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 1,011,602 shares
    Change vs previous 13F -29,047 shares

    0.01% of the 13F portfolio, value $140,961,857.

    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 1,040,649 shares
    Change vs previous 13F -8,517 shares

    0.01% of the 13F portfolio, value $141,164,281.

    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 1,049,166 shares
    Change vs previous 13F -6,931 shares

    0.01% of the 13F portfolio, value $132,981,909.

    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 1,056,097 shares
    Change vs previous 13F -88,484 shares

    0.01% of the 13F portfolio, value $121,314,058.

    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 1,144,581 shares
    Change vs previous 13F -18,378 shares

    0.01% of the 13F portfolio, value $139,169,785.

    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 1,162,959 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $139,985,556.

    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).