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Disclosery

MORGAN STANLEY: SVXY position timeline

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

MORGAN STANLEY held 126,225 SVXY 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 126,225 shares
    Change vs previous 13F +38,525 shares

    <0.01% of the 13F portfolio, value $7,227,643.

    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 87,700 shares
    Change vs previous 13F -203,494 shares

    <0.01% of the 13F portfolio, value $4,016,660.

    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 291,194 shares
    Change vs previous 13F -9,995 shares

    <0.01% of the 13F portfolio, value $16,126,324.

    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 301,189 shares
    Change vs previous 13F -93,883 shares

    <0.01% of the 13F portfolio, value $15,342,568.

    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 395,072 shares
    Change vs previous 13F +121,471 shares

    <0.01% of the 13F portfolio, value $16,830,067.

    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 273,601 shares
    Change vs previous 13F -15,260 shares

    <0.01% of the 13F portfolio, value $12,519,982.

    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 288,861 shares
    Change vs previous 13F +21,526 shares

    <0.01% of the 13F portfolio, value $14,460,382.

    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 267,335 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $13,396,157.

    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).