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MORGAN STANLEY: VRTS position timeline

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

MORGAN STANLEY held 89,042 VRTS 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 89,042 shares
    Change vs previous 13F -7,014 shares

    <0.01% of the 13F portfolio, value $12,777,722.

    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 96,056 shares
    Change vs previous 13F +20,156 shares

    <0.01% of the 13F portfolio, value $12,905,346.

    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 75,900 shares
    Change vs previous 13F -18,429 shares

    <0.01% of the 13F portfolio, value $12,383,365.

    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 94,329 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $17,925,557.

    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).