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Disclosery

LPL Financial LLC: MORN position timeline

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

LPL Financial LLC held 12,407 MORN shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,407 shares
    Change vs previous 13F -3,240 shares

    <0.01% of the 13F portfolio, value $1,935,663.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 15,647 shares
    Change vs previous 13F +5,463 shares

    <0.01% of the 13F portfolio, value $2,645,092.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 10,184 shares
    Change vs previous 13F +1,474 shares

    <0.01% of the 13F portfolio, value $2,213,176.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 8,710 shares
    Change vs previous 13F +2,395 shares

    <0.01% of the 13F portfolio, value $2,020,831.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 6,315 shares
    Change vs previous 13F +479 shares

    <0.01% of the 13F portfolio, value $1,982,495.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 5,836 shares
    Change vs previous 13F +744 shares

    <0.01% of the 13F portfolio, value $1,750,046.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 5,092 shares
    Change vs previous 13F +610 shares

    <0.01% of the 13F portfolio, value $1,714,824.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 4,482 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,430,452.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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