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BARLOW WEALTH PARTNERS, LLC: MORN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BARLOW WEALTH PARTNERS, LLC on MORN, newest first. How the timeline and the estimate are built.

BARLOW WEALTH PARTNERS, LLC held 57,602 MORN shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,602 shares
    Change vs previous 13F -118 shares

    1.03% of the 13F portfolio, value $9,506,045.

    13F-HR 0001951757-26-000999 filed by BARLOW WEALTH PARTNERS, LLC
    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 57,720 shares
    Change vs previous 13F +2,187 shares

    1.18% of the 13F portfolio, value $10,636,699.

    13F-HR 0001951757-26-000665 filed by BARLOW WEALTH PARTNERS, LLC
    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 55,533 shares
    Change vs previous 13F -1,942 shares

    1.3% of the 13F portfolio, value $12,040,731.

    13F-HR 0001951757-26-000096 filed by BARLOW WEALTH PARTNERS, LLC
    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 57,475 shares
    Change vs previous 13F +8,403 shares

    1.41% of the 13F portfolio, value $12,642,838.

    13F-HR 0001951757-25-001236 filed by BARLOW WEALTH PARTNERS, LLC
    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 49,072 shares
    Change vs previous 13F +12,350 shares

    1.82% of the 13F portfolio, value $15,236,994.

    13F-HR 0001951757-25-000980 filed by BARLOW WEALTH PARTNERS, LLC
    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 36,722 shares
    Change vs previous 13F +760 shares

    1.35% of the 13F portfolio, value $10,305,366.

    13F-HR 0001951757-25-000466 filed by BARLOW WEALTH PARTNERS, LLC
    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 35,962 shares
    Change vs previous 13F +1,818 shares

    1.49% of the 13F portfolio, value $11,761,899.

    13F-HR 0001951757-25-000056 filed by BARLOW WEALTH PARTNERS, LLC
    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 34,144 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $10,681,852.

    13F-HR 0001951757-24-000987 filed by BARLOW WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).