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Disclosery

Vident Advisory, LLC: MS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vident Advisory, LLC on MS, newest first. How the timeline and the estimate are built.

Vident Advisory, LLC held 61,891 MS shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,891 shares
    Change vs previous 13F -21,277 shares

    0.1% of the 13F portfolio, value $12,937,658.

    13F-HR 0001172661-26-003342 filed by Vident Advisory, LLC
    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 83,168 shares
    Change vs previous 13F +10,712 shares

    0.12% of the 13F portfolio, value $13,687,005.

    13F-HR 0001172661-26-001995 filed by Vident Advisory, LLC
    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 72,456 shares
    Change vs previous 13F +28,385 shares

    0.12% of the 13F portfolio, value $12,863,210.

    13F-HR 0001172661-26-001275 filed by Vident Advisory, LLC
    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 44,071 shares
    Change vs previous 13F +4,801 shares

    0.07% of the 13F portfolio, value $7,005,496.

    13F-HR 0001172661-25-004874 filed by Vident Advisory, LLC
    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 39,270 shares
    Change vs previous 13F -17,387 shares

    0.06% of the 13F portfolio, value $5,531,639.

    13F-HR 0001172661-25-003424 filed by Vident Advisory, LLC
    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 56,657 shares
    Change vs previous 13F +32,960 shares

    0.1% of the 13F portfolio, value $6,610,564.

    13F-HR 0001172661-25-001986 filed by Vident Advisory, LLC
    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 23,697 shares
    Change vs previous 13F +2,217 shares

    0.05% of the 13F portfolio, value $2,979,734.

    13F-HR 0001172661-25-000890 filed by Vident Advisory, LLC
    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 21,480 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,239,456.

    13F-HR 0001172661-24-004772 filed by Vident Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).