INDEPENDENT FINANCIAL GROUP, LLC MSD β€” MORGAN STANLEY EMKT DBT FD I

Ownership history in INDEPENDENT FINANCIAL GROUP, LLC  Β·  2 quarters on record

AI Ownership Summary

INDEPENDENT FINANCIAL GROUP, LLC reported MORGAN STANLEY EMKT DBT FD I (MSD) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. The latest visible filing shows MSD at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MSD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was INDEPENDENT FINANCIAL GROUP, LLC's position in MORGAN STANLEY EMKT DBT FD I, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

MSD was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How INDEPENDENT FINANCIAL GROUP, LLC held MSD β€” position size vs. price
% of Fund (quarterly)    MSD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 35,253 +11,629 +49.2% 0.00% $257K 2026-07-15 $7.29
2026 Q1 INITIATED β€” β€” β€” 23,624 β€” β€” 0.00% $166K 2026-06-15 $7.17

FAQ About INDEPENDENT FINANCIAL GROUP, LLC and MSD

These are the practical questions this page is built to answer before you even open the full history table.

How long has INDEPENDENT FINANCIAL GROUP, LLC reported owning MSD?

INDEPENDENT FINANCIAL GROUP, LLC reported MSD across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported MSD position in INDEPENDENT FINANCIAL GROUP, LLC's portfolio?

The largest reported portfolio weight for MSD was 0.00% in 2026 Q1.

What is the latest reported MSD position on this page?

The most recent filing on this page is 2026 Q2, when INDEPENDENT FINANCIAL GROUP, LLC reported 35,253 shares, equal to 0.00% of portfolio, with an estimated market value of $257K.

What does the chart on this MSD ownership page compare?

The chart compares INDEPENDENT FINANCIAL GROUP, LLC's quarterly MSD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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