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MORGAN STANLEY: ZROZ position timeline

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

MORGAN STANLEY held 152,855 ZROZ 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 152,855 shares
    Change vs previous 13F -8,712 shares

    <0.01% of the 13F portfolio, value $9,798,023.

    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 161,567 shares
    Change vs previous 13F -44,751 shares

    <0.01% of the 13F portfolio, value $10,341,998.

    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 206,318 shares
    Change vs previous 13F -37,080 shares

    <0.01% of the 13F portfolio, value $13,255,957.

    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 243,398 shares
    Change vs previous 13F -4,991 shares

    <0.01% of the 13F portfolio, value $16,541,441.

    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 248,389 shares
    Change vs previous 13F -54,002 shares

    <0.01% of the 13F portfolio, value $16,659,503.

    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 302,391 shares
    Change vs previous 13F -75,172 shares

    <0.01% of the 13F portfolio, value $21,660,360.

    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 377,563 shares
    Change vs previous 13F -188,822 shares

    <0.01% of the 13F portfolio, value $25,908,471.

    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 566,385 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $46,681,542.

    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).