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MORGAN STANLEY: USMC position timeline

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

MORGAN STANLEY held 691,776 USMC 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 691,776 shares
    Change vs previous 13F +11,685 shares

    <0.01% of the 13F portfolio, value $51,279,102.

    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 680,091 shares
    Change vs previous 13F -15,242 shares

    <0.01% of the 13F portfolio, value $43,738,123.

    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 695,333 shares
    Change vs previous 13F +43,161 shares

    <0.01% of the 13F portfolio, value $47,595,556.

    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 652,172 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $44,460,611.

    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).