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Disclosery

MORGAN STANLEY: TWFG position timeline

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

MORGAN STANLEY held 127,879 TWFG 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 127,879 shares
    Change vs previous 13F +16,353 shares

    <0.01% of the 13F portfolio, value $3,075,491.

    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 111,526 shares
    Change vs previous 13F +75,323 shares

    <0.01% of the 13F portfolio, value $2,050,963.

    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 36,203 shares
    Change vs previous 13F -33,791 shares

    <0.01% of the 13F portfolio, value $1,041,561.

    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 69,994 shares
    Change vs previous 13F -4,312 shares

    <0.01% of the 13F portfolio, value $1,920,635.

    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 74,306 shares
    Change vs previous 13F -19,668 shares

    <0.01% of the 13F portfolio, value $2,600,710.

    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 93,974 shares
    Change vs previous 13F +20,591 shares

    <0.01% of the 13F portfolio, value $2,904,737.

    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 73,383 shares
    Change vs previous 13F +39,224 shares

    <0.01% of the 13F portfolio, value $2,260,196.

    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 34,159 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $926,392.

    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).