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Livermore
Livermore
ZHEN

IFG Advisory, LLC

SEC CIK
0001728319
Latest filing
Aug 13, 2026

MS holding history

Morgan Stanley in every 13F filed by IFG Advisory, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MS overviewAll 13F holders of MSFull Q2 2026 holdings

Shares (Q2 2026)
21,966
Value
$4.59M
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of MS by IFG Advisory, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202621,966$4.59M0.2%+21,966NewHolders
Q1 20260$00.0%−21,563−100.0%Sold outHolders
Q4 202521,563$3.83M0.2%−70.0%ReducedHolders
Q3 202521,570$3.43M0.2%−197−0.9%ReducedHolders
Q2 202521,767$3.07M0.2%−692−3.1%ReducedHolders
Q1 202522,459$2.62M0.1%+1,846+9.0%AddedHolders
Q4 202420,613$2.59M0.1%−56−0.3%ReducedHolders
Q3 202420,669$2.15M0.1%+288+1.4%AddedHolders
Q2 202420,381$1.98M0.1%−208−1.0%ReducedHolders
Q1 202420,589$1.94M0.1%+727+3.7%AddedHolders
Q4 202319,862$1.85M0.1%+249+1.3%AddedHolders
Q3 202319,613$1.60M0.1%−218−1.1%ReducedHolders
Q2 202319,831$1.69M0.2%−51−0.3%ReducedHolders
Q1 202319,882$1.75M0.2%+4,741+31.3%AddedHolders
Q4 202215,141$1.29M0.1%−943−5.9%ReducedHolders
Q3 202216,084$1.27M0.1%+9,421+141.4%AddedHolders
Q2 20226,663$506.0K0.1%−14,285−68.2%ReducedHolders
Q1 202220,948$1.83M0.2%−1,027−4.7%ReducedHolders
Q4 202121,975$2.16M0.2%−3,036−12.1%ReducedHolders
Q3 202125,011$2.43M0.3%+2,495+11.1%AddedHolders
Q2 202122,516$2.06M0.2%+14,531+182.0%AddedHolders
Q1 20217,985$620.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.