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Disclosery

MORGAN STANLEY: XSLV position timeline

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

MORGAN STANLEY held 124,835 XSLV 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 124,835 shares
    Change vs previous 13F -1,695 shares

    <0.01% of the 13F portfolio, value $6,542,542.

    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 126,530 shares
    Change vs previous 13F -1,463 shares

    <0.01% of the 13F portfolio, value $5,971,710.

    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 127,993 shares
    Change vs previous 13F -3,005 shares

    <0.01% of the 13F portfolio, value $5,935,066.

    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 130,998 shares
    Change vs previous 13F -703 shares

    <0.01% of the 13F portfolio, value $6,066,551.

    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 131,701 shares
    Change vs previous 13F -3,338 shares

    <0.01% of the 13F portfolio, value $5,999,020.

    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 135,039 shares
    Change vs previous 13F -14,554 shares

    <0.01% of the 13F portfolio, value $6,235,496.

    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 149,593 shares
    Change vs previous 13F +9,727 shares

    <0.01% of the 13F portfolio, value $7,064,854.

    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 139,866 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,730,397.

    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).