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MORGAN STANLEY: XME position timeline

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

MORGAN STANLEY held 2,599,540 XME 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 2,599,540 shares
    Change vs previous 13F -89,154 shares

    0.01% of the 13F portfolio, value $277,968,956.

    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 2,688,694 shares
    Change vs previous 13F +223,176 shares

    0.02% of the 13F portfolio, value $290,405,894.

    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 2,465,518 shares
    Change vs previous 13F -67,280 shares

    0.02% of the 13F portfolio, value $255,452,476.

    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 2,532,798 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $236,031,537.

    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).