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MORGAN STANLEY: IYLD position timeline

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

MORGAN STANLEY held 327,823 IYLD 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 327,823 shares
    Change vs previous 13F +3,086 shares

    <0.01% of the 13F portfolio, value $7,259,587.

    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 324,737 shares
    Change vs previous 13F -1,134 shares

    <0.01% of the 13F portfolio, value $7,056,553.

    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 325,871 shares
    Change vs previous 13F +19,208 shares

    <0.01% of the 13F portfolio, value $6,980,166.

    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 306,663 shares
    Change vs previous 13F +1,194 shares

    <0.01% of the 13F portfolio, value $6,525,796.

    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 305,469 shares
    Change vs previous 13F +124,721 shares

    <0.01% of the 13F portfolio, value $6,340,301.

    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 180,748 shares
    Change vs previous 13F -7,581 shares

    <0.01% of the 13F portfolio, value $3,629,423.

    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 188,329 shares
    Change vs previous 13F +17,302 shares

    <0.01% of the 13F portfolio, value $3,668,653.

    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 171,027 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,533,591.

    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).