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CAPTRUST FINANCIAL ADVISORS: MORN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on MORN, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 11,372 MORN shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,372 shares
    Change vs previous 13F +3,204 shares

    <0.01% of the 13F portfolio, value $1,774,207.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 8,168 shares
    Change vs previous 13F -3,377 shares

    <0.01% of the 13F portfolio, value $1,380,720.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 11,545 shares
    Change vs previous 13F -55,067 shares

    <0.01% of the 13F portfolio, value $2,508,766.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 66,612 shares
    Change vs previous 13F -9,035 shares

    0.03% of the 13F portfolio, value $15,454,567.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 75,647 shares
    Change vs previous 13F +2,035 shares

    0.05% of the 13F portfolio, value $23,747,732.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 73,612 shares
    Change vs previous 13F +64,586 shares

    0.06% of the 13F portfolio, value $22,073,946.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 9,026 shares
    Change vs previous 13F +5,655 shares

    0.01% of the 13F portfolio, value $3,039,434.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 3,371 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,075,600.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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