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MORGAN STANLEY: ZEO position timeline

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

MORGAN STANLEY held 2,779 ZEO 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 2,779 shares
    Change vs previous 13F +23 shares

    <0.01% of the 13F portfolio, value $1,835.

    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 2,756 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $1,582.

    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 2,756 shares
    Change vs previous 13F -1,319 shares

    <0.01% of the 13F portfolio, value $3,004.

    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 4,075 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,501.

    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).