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Disclosery

MORGAN STANLEY: UPGD position timeline

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

MORGAN STANLEY held 3,940 UPGD 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 3,940 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $322,817.

    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 3,940 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $287,091.

    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 3,940 shares
    Change vs previous 13F -22 shares

    <0.01% of the 13F portfolio, value $291,515.

    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 3,962 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $296,700.

    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 3,962 shares
    Change vs previous 13F -1,011 shares

    <0.01% of the 13F portfolio, value $281,157.

    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 4,973 shares
    Change vs previous 13F -717 shares

    <0.01% of the 13F portfolio, value $348,152.

    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 5,690 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $393,310.

    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 5,690 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $408,872.

    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).