Skip to content
Disclosery

MORGAN STANLEY: TAXF position timeline

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

MORGAN STANLEY held 457,043 TAXF 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 457,043 shares
    Change vs previous 13F +72,220 shares

    <0.01% of the 13F portfolio, value $23,233,834.

    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 384,823 shares
    Change vs previous 13F -37,500 shares

    <0.01% of the 13F portfolio, value $19,260,397.

    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 422,323 shares
    Change vs previous 13F +60,425 shares

    <0.01% of the 13F portfolio, value $21,276,723.

    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 361,898 shares
    Change vs previous 13F -16,639 shares

    <0.01% of the 13F portfolio, value $18,178,177.

    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 378,537 shares
    Change vs previous 13F -34,462 shares

    <0.01% of the 13F portfolio, value $18,521,827.

    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 412,999 shares
    Change vs previous 13F -99 shares

    <0.01% of the 13F portfolio, value $20,435,209.

    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 413,098 shares
    Change vs previous 13F +58,693 shares

    <0.01% of the 13F portfolio, value $20,712,754.

    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 354,405 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $18,223,554.

    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).