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MORGAN STANLEY: SYLD position timeline

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

MORGAN STANLEY held 699,517 SYLD 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 699,517 shares
    Change vs previous 13F +23,951 shares

    <0.01% of the 13F portfolio, value $55,322,704.

    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 675,566 shares
    Change vs previous 13F +31,101 shares

    <0.01% of the 13F portfolio, value $50,944,441.

    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 644,465 shares
    Change vs previous 13F -65,913 shares

    <0.01% of the 13F portfolio, value $44,803,253.

    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 710,378 shares
    Change vs previous 13F -327,700 shares

    <0.01% of the 13F portfolio, value $48,774,568.

    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 ended2024-09-30
    13F/A 1,038,078 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $75,125,766.

    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).