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MORGAN STANLEY: XERS position timeline

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

MORGAN STANLEY held 2,337,096 XERS 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 2,337,096 shares
    Change vs previous 13F -235,558 shares

    <0.01% of the 13F portfolio, value $18,509,800.

    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 2,572,654 shares
    Change vs previous 13F -135,129 shares

    <0.01% of the 13F portfolio, value $14,921,395.

    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 2,707,783 shares
    Change vs previous 13F -511,918 shares

    <0.01% of the 13F portfolio, value $21,256,104.

    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 3,219,701 shares
    Change vs previous 13F -422,883 shares

    <0.01% of the 13F portfolio, value $26,208,367.

    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 3,642,584 shares
    Change vs previous 13F -645,697 shares

    <0.01% of the 13F portfolio, value $17,010,867.

    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 4,288,281 shares
    Change vs previous 13F +1,410,765 shares

    <0.01% of the 13F portfolio, value $23,542,662.

    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 2,877,516 shares
    Change vs previous 13F +523,208 shares

    <0.01% of the 13F portfolio, value $9,754,779.

    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 2,354,308 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,709,778.

    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).