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Focus Partners Wealth: MORN position timeline

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

Focus Partners Wealth held 19,073 MORN shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,073 shares
    Change vs previous 13F -115,798 shares

    <0.01% of the 13F portfolio, value $2,975,775.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 15,867 shares
    • Focus Partners Advisor Solutions, LLC: 3,206 shares

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

  2. period ended2026-03-31
    13F 134,871 shares
    Change vs previous 13F -4,201 shares

    0.03% of the 13F portfolio, value $22,822,818.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 134,871 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 139,072 shares
    Change vs previous 13F +8,966 shares

    0.03% of the 13F portfolio, value $30,221,855.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 136,904 shares
    • Focus Partners Advisor Solutions, LLC: 2,168 shares

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

  4. period ended2025-09-30
    13F 130,106 shares
    Change vs previous 13F +125,810 shares

    0.04% of the 13F portfolio, value $30,174,762.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 128,855 shares
    • Focus Partners Advisor Solutions, LLC: 1,251 shares

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

  5. period ended2025-06-30
    13F 4,296 shares
    Change vs previous 13F +458 shares

    <0.01% of the 13F portfolio, value $1,348,644.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    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/A 3,838 shares
    Change vs previous 13F +35 shares

    <0.01% of the 13F portfolio, value $1,150,902.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    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/A 3,803 shares
    Change vs previous 13F -1,094 shares

    <0.01% of the 13F portfolio, value $1,280,699.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    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 4,897 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,562,731.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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