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MORGAN STANLEY: USLM position timeline

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

MORGAN STANLEY held 99,660 USLM 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 99,660 shares
    Change vs previous 13F +38,809 shares

    <0.01% of the 13F portfolio, value $10,431,475.

    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 60,851 shares
    Change vs previous 13F -10,071 shares

    <0.01% of the 13F portfolio, value $7,947,836.

    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 70,922 shares
    Change vs previous 13F +7,578 shares

    <0.01% of the 13F portfolio, value $8,492,269.

    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 63,344 shares
    Change vs previous 13F -92,388 shares

    <0.01% of the 13F portfolio, value $8,332,977.

    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 155,732 shares
    Change vs previous 13F +26,182 shares

    <0.01% of the 13F portfolio, value $15,542,067.

    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 129,550 shares
    Change vs previous 13F +50,018 shares

    <0.01% of the 13F portfolio, value $11,449,665.

    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 79,532 shares
    Change vs previous 13F -36,538 shares

    <0.01% of the 13F portfolio, value $10,557,151.

    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 116,070 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $11,335,397.

    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).