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Disclosery

MORGAN STANLEY: XVV position timeline

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

MORGAN STANLEY held 6,125 XVV 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 6,125 shares
    Change vs previous 13F -122,195 shares

    <0.01% of the 13F portfolio, value $347,839.

    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 128,320 shares
    Change vs previous 13F +126,314 shares

    <0.01% of the 13F portfolio, value $6,315,930.

    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 2,006 shares
    Change vs previous 13F +5 shares

    <0.01% of the 13F portfolio, value $105,752.

    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 2,001 shares
    Change vs previous 13F -278 shares

    <0.01% of the 13F portfolio, value $103,120.

    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 2,279 shares
    Change vs previous 13F +6 shares

    <0.01% of the 13F portfolio, value $108,700.

    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 2,273 shares
    Change vs previous 13F +3 shares

    <0.01% of the 13F portfolio, value $97,245.

    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 2,270 shares
    Change vs previous 13F +8 shares

    <0.01% of the 13F portfolio, value $102,833.

    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 2,262 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $100,041.

    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).