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Disclosery

MORGAN STANLEY: XHLF position timeline

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

MORGAN STANLEY held 155,058 XHLF 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 155,058 shares
    Change vs previous 13F -85,977 shares

    <0.01% of the 13F portfolio, value $7,799,417.

    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 241,035 shares
    Change vs previous 13F -24,447 shares

    <0.01% of the 13F portfolio, value $12,131,292.

    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 265,482 shares
    Change vs previous 13F -88,577 shares

    <0.01% of the 13F portfolio, value $13,340,471.

    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 354,059 shares
    Change vs previous 13F -3,215 shares

    <0.01% of the 13F portfolio, value $17,851,669.

    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 357,274 shares
    Change vs previous 13F +275,096 shares

    <0.01% of the 13F portfolio, value $17,985,207.

    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 82,178 shares
    Change vs previous 13F +14,975 shares

    <0.01% of the 13F portfolio, value $4,138,115.

    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 67,203 shares
    Change vs previous 13F +46,330 shares

    <0.01% of the 13F portfolio, value $3,372,288.

    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 20,873 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,052,834.

    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).