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Disclosery

MORGAN STANLEY: XHE position timeline

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

MORGAN STANLEY held 224,935 XHE 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 224,935 shares
    Change vs previous 13F +24,418 shares

    <0.01% of the 13F portfolio, value $18,946,305.

    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 200,517 shares
    Change vs previous 13F -26,886 shares

    <0.01% of the 13F portfolio, value $15,688,582.

    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 227,403 shares
    Change vs previous 13F +123,248 shares

    <0.01% of the 13F portfolio, value $20,063,782.

    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 104,155 shares
    Change vs previous 13F -50,731 shares

    <0.01% of the 13F portfolio, value $8,202,985.

    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 154,886 shares
    Change vs previous 13F -23,798 shares

    <0.01% of the 13F portfolio, value $12,578,315.

    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 178,684 shares
    Change vs previous 13F +109,483 shares

    <0.01% of the 13F portfolio, value $14,687,915.

    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 69,201 shares
    Change vs previous 13F -1,753 shares

    <0.01% of the 13F portfolio, value $6,125,057.

    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 70,954 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,422,100.

    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).