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Disclosery

MORGAN STANLEY: WFG position timeline

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

MORGAN STANLEY held 159,327 WFG 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 159,327 shares
    Change vs previous 13F +41,804 shares

    <0.01% of the 13F portfolio, value $10,784,852.

    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 117,523 shares
    Change vs previous 13F -37,652 shares

    <0.01% of the 13F portfolio, value $7,673,083.

    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 155,175 shares
    Change vs previous 13F -89,753 shares

    <0.01% of the 13F portfolio, value $9,482,750.

    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 244,928 shares
    Change vs previous 13F -12,049 shares

    <0.01% of the 13F portfolio, value $16,650,251.

    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 256,977 shares
    Change vs previous 13F -7,552 shares

    <0.01% of the 13F portfolio, value $18,836,473.

    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 264,529 shares
    Change vs previous 13F +15,512 shares

    <0.01% of the 13F portfolio, value $20,352,880.

    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 249,017 shares
    Change vs previous 13F +19,808 shares

    <0.01% of the 13F portfolio, value $21,552,467.

    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 229,209 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $22,315,813.

    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).