Investor's Fiduciary Advisor Network, LLC
Position in MS — Morgan Stanley
CIK 2044901
SNOQUALMIE, WA
Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,049,798
+$229,911 QoQ
Shares Held
5,022
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#1,366
of 2,723 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Investor's Fiduciary Advisor Network, LLC holds $1,949,608 across 3 Capital Markets names. MS ranks #1 (53.8% of the industry book) .
All Filings in MS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,049,798 | 5,022 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $819,887 | 4,982 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $872,027 | 4,912 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $755,854 | 4,755 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $674,578 | 4,789 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $436,812 | 3,744 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $602,827 | 4,795 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||