Skip to content
Disclosery

MORGAN STANLEY: IVT position timeline

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

MORGAN STANLEY held 433,125 IVT 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 433,125 shares
    Change vs previous 13F +212,385 shares

    <0.01% of the 13F portfolio, value $15,332,638.

    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 220,740 shares
    Change vs previous 13F -87,970 shares

    <0.01% of the 13F portfolio, value $6,723,773.

    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 308,710 shares
    Change vs previous 13F +31,002 shares

    <0.01% of the 13F portfolio, value $8,708,731.

    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 277,708 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,948,030.

    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).