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MORGAN STANLEY: XCAFX position timeline

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

MORGAN STANLEY held 31,261 XCAFX 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 31,261 shares
    Change vs previous 13F +1,514 shares

    <0.01% of the 13F portfolio, value $657,735.

    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 29,747 shares
    Change vs previous 13F +1,812 shares

    <0.01% of the 13F portfolio, value $520,578.

    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 27,935 shares
    Change vs previous 13F -28,546 shares

    <0.01% of the 13F portfolio, value $484,960.

    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 56,481 shares
    Change vs previous 13F +3,356 shares

    <0.01% of the 13F portfolio, value $940,419.

    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 53,125 shares
    Change vs previous 13F +1,703 shares

    <0.01% of the 13F portfolio, value $731,850.

    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 51,422 shares
    Change vs previous 13F -1,378 shares

    <0.01% of the 13F portfolio, value $672,600.

    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 52,800 shares
    Change vs previous 13F +31,773 shares

    <0.01% of the 13F portfolio, value $657,899.

    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 21,027 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $284,714.

    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).