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Copeland Capital Management, LLC: MORN position timeline

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

Copeland Capital Management, LLC held 333,586 MORN shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 333,586 shares
    Change vs previous 13F +104,040 shares

    1.46% of the 13F portfolio, value $63,394,818.

    13F-HR 0001580642-26-006863 filed by Copeland Capital Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 229,546 shares
    Change vs previous 13F +94,331 shares

    0.74% of the 13F portfolio, value $35,813,765.

    13F-HR 0001580642-26-004833 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 135,215 shares
    Change vs previous 13F +29,933 shares

    0.51% of the 13F portfolio, value $22,858,217.

    13F-HR 0001580642-26-002984 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 105,282 shares
    Change vs previous 13F +17,378 shares

    0.51% of the 13F portfolio, value $22,879,009.

    13F-HR 0001580642-26-000539 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 87,904 shares
    Change vs previous 13F -4,710 shares

    0.42% of the 13F portfolio, value $20,394,702.

    13F-HR 0001580642-25-006630 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 92,614 shares
    Change vs previous 13F -10,770 shares

    0.6% of the 13F portfolio, value $29,074,324.

    13F-HR 0001580642-25-004379 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 103,384 shares
    Change vs previous 13F -2,018 shares

    0.62% of the 13F portfolio, value $31,002,020.

    13F-HR 0001580642-25-002522 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 105,402 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $35,495,465.

    13F-HR 0001580642-25-000412 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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