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MORGAN STANLEY: IVOL position timeline

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

MORGAN STANLEY held 498,220 IVOL 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 498,220 shares
    Change vs previous 13F -305,592 shares

    <0.01% of the 13F portfolio, value $8,614,247.

    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 803,812 shares
    Change vs previous 13F +292,832 shares

    <0.01% of the 13F portfolio, value $15,039,348.

    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 510,980 shares
    Change vs previous 13F -413,560 shares

    <0.01% of the 13F portfolio, value $9,790,410.

    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 924,540 shares
    Change vs previous 13F +568,852 shares

    <0.01% of the 13F portfolio, value $17,825,142.

    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 355,688 shares
    Change vs previous 13F +193,942 shares

    <0.01% of the 13F portfolio, value $6,957,283.

    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 161,746 shares
    Change vs previous 13F -68,071 shares

    <0.01% of the 13F portfolio, value $3,021,425.

    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 229,817 shares
    Change vs previous 13F -385,923 shares

    <0.01% of the 13F portfolio, value $4,076,972.

    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 615,740 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $11,853,023.

    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).