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Disclosery

MORGAN STANLEY: WHG position timeline

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

MORGAN STANLEY held 21,574 WHG 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 21,574 shares
    Change vs previous 13F +5,752 shares

    <0.01% of the 13F portfolio, value $413,382.

    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 15,822 shares
    Change vs previous 13F -3,787 shares

    <0.01% of the 13F portfolio, value $260,589.

    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 19,609 shares
    Change vs previous 13F +1,950 shares

    <0.01% of the 13F portfolio, value $337,476.

    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 17,659 shares
    Change vs previous 13F +8,840 shares

    <0.01% of the 13F portfolio, value $291,200.

    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 ended2024-09-30
    13F/A 8,819 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $125,234.

    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).