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Disclosery

MORGAN STANLEY: WLTH position timeline

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

MORGAN STANLEY held 312,853 WLTH 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 312,853 shares
    Change vs previous 13F +79,094 shares

    <0.01% of the 13F portfolio, value $2,796,906.

    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 233,759 shares
    Change vs previous 13F +226,475 shares

    <0.01% of the 13F portfolio, value $2,162,271.

    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 7,284 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $98,990.

    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).