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Livermore
Livermore
ZHEN

IFG Advisors, LLC

SEC CIK
0001783412
Latest filing
Jul 22, 2026

MS holding history

Morgan Stanley in every 13F filed by IFG Advisors, 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)
7,632
Value
$1.60M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of MS by IFG Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,632$1.60M0.2%00.0%UnchangedHolders
Q1 20267,632$1.26M0.2%00.0%UnchangedHolders
Q4 20257,632$1.35M0.2%00.0%UnchangedHolders
Q3 20257,632$1.21M0.2%00.0%UnchangedHolders
Q2 20257,632$1.08M0.2%+700+10.1%AddedHolders
Q1 20256,932$808.8K0.2%00.0%UnchangedHolders
Q4 20246,932$871.5K0.2%00.0%UnchangedHolders
Q3 20246,932$722.6K0.2%00.0%UnchangedHolders
Q2 20246,932$673.7K0.2%00.0%UnchangedHolders
Q1 20246,932$652.7K0.2%00.0%UnchangedHolders
Q4 20236,932$646.4K0.2%00.0%UnchangedHolders
Q3 20236,932$566.1K0.2%00.0%UnchangedHolders
Q2 20236,932$592.0K0.2%00.0%UnchangedHolders
Q1 20236,932$608.6K0.2%00.0%UnchangedHolders
Q4 20226,932$589.4K0.3%00.0%UnchangedHolders
Q3 20226,932$548.0K0.3%00.0%UnchangedHolders
Q2 20226,932$527.0K0.3%00.0%UnchangedHolders
Q1 20226,932$606.0K0.3%00.0%UnchangedHolders
Q4 20216,932$680.0K0.3%00.0%UnchangedHolders
Q3 20216,932$675.0K0.3%+1,449+26.4%AddedHolders
Q2 20215,483$503.0K0.2%+500+10.0%AddedHolders
Q1 20214,983$387.0K0.2%––Holders

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