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MORGAN STANLEY: XSOE position timeline

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

MORGAN STANLEY held 2,953,394 XSOE 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 2,953,394 shares
    Change vs previous 13F -32,365 shares

    0.01% of the 13F portfolio, value $145,247,934.

    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 2,985,759 shares
    Change vs previous 13F +114,974 shares

    0.01% of the 13F portfolio, value $119,728,968.

    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 2,870,785 shares
    Change vs previous 13F +126,730 shares

    0.01% of the 13F portfolio, value $112,018,045.

    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 2,744,055 shares
    Change vs previous 13F -47,237 shares

    0.01% of the 13F portfolio, value $104,109,478.

    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 2,791,292 shares
    Change vs previous 13F -220,513 shares

    0.01% of the 13F portfolio, value $96,243,799.

    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 3,011,805 shares
    Change vs previous 13F -514,819 shares

    0.01% of the 13F portfolio, value $92,974,442.

    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 3,526,624 shares
    Change vs previous 13F +153,038 shares

    0.01% of the 13F portfolio, value $107,491,520.

    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 3,373,586 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $111,429,591.

    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).