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Disclosery

MORGAN STANLEY: IBHG position timeline

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

MORGAN STANLEY held 281,072 IBHG 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 281,072 shares
    Change vs previous 13F +63,900 shares

    <0.01% of the 13F portfolio, value $6,206,089.

    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 217,172 shares
    Change vs previous 13F +24,882 shares

    <0.01% of the 13F portfolio, value $4,806,033.

    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 192,290 shares
    Change vs previous 13F -29,042 shares

    <0.01% of the 13F portfolio, value $4,291,913.

    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 221,332 shares
    Change vs previous 13F -18,050 shares

    <0.01% of the 13F portfolio, value $4,977,770.

    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 239,382 shares
    Change vs previous 13F +86,097 shares

    <0.01% of the 13F portfolio, value $5,395,673.

    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 153,285 shares
    Change vs previous 13F +7,956 shares

    <0.01% of the 13F portfolio, value $3,422,110.

    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 145,329 shares
    Change vs previous 13F +8,407 shares

    <0.01% of the 13F portfolio, value $3,232,136.

    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 136,922 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,094,446.

    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).