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Disclosery

MORGAN STANLEY: UMMA position timeline

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

MORGAN STANLEY held 88,159 UMMA 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 88,159 shares
    Change vs previous 13F +1,363 shares

    <0.01% of the 13F portfolio, value $3,480,117.

    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 86,796 shares
    Change vs previous 13F +39,836 shares

    <0.01% of the 13F portfolio, value $2,660,666.

    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 46,960 shares
    Change vs previous 13F +45,184 shares

    <0.01% of the 13F portfolio, value $1,390,370.

    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 1,776 shares
    Change vs previous 13F +1,774 shares

    <0.01% of the 13F portfolio, value $48,969.

    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 2 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $57.

    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 1 shares
    Change vs previous 13F -1 shares

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

    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 2 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $59.

    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 1 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $49.

    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).