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MORGAN STANLEY: USNA position timeline

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

MORGAN STANLEY held 164,363 USNA 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 164,363 shares
    Change vs previous 13F +8,879 shares

    <0.01% of the 13F portfolio, value $3,509,150.

    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 155,484 shares
    Change vs previous 13F -145,107 shares

    <0.01% of the 13F portfolio, value $2,716,305.

    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 300,591 shares
    Change vs previous 13F -26,502 shares

    <0.01% of the 13F portfolio, value $5,900,602.

    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 327,093 shares
    Change vs previous 13F -2,520 shares

    <0.01% of the 13F portfolio, value $9,011,412.

    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 329,613 shares
    Change vs previous 13F +30,694 shares

    <0.01% of the 13F portfolio, value $10,063,084.

    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 298,919 shares
    Change vs previous 13F +91,182 shares

    <0.01% of the 13F portfolio, value $8,061,844.

    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 207,737 shares
    Change vs previous 13F -10,365 shares

    <0.01% of the 13F portfolio, value $7,455,681.

    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 218,102 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,270,428.

    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).