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Disclosery

MORGAN STANLEY: UBSI position timeline

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

MORGAN STANLEY held 1,495,680 UBSI 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 1,495,680 shares
    Change vs previous 13F -112,087 shares

    <0.01% of the 13F portfolio, value $68,547,069.

    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 1,607,767 shares
    Change vs previous 13F +204,626 shares

    <0.01% of the 13F portfolio, value $66,593,782.

    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 1,403,141 shares
    Change vs previous 13F +137,396 shares

    <0.01% of the 13F portfolio, value $53,880,656.

    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 1,265,745 shares
    Change vs previous 13F +102,430 shares

    <0.01% of the 13F portfolio, value $47,098,436.

    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 1,163,315 shares
    Change vs previous 13F +414,221 shares

    <0.01% of the 13F portfolio, value $42,379,610.

    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 749,094 shares
    Change vs previous 13F -174,966 shares

    <0.01% of the 13F portfolio, value $25,971,109.

    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 924,060 shares
    Change vs previous 13F +33,981 shares

    <0.01% of the 13F portfolio, value $34,698,502.

    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 890,079 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $33,021,971.

    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).