Morningstar Investment Management LLC
FollowFiler group, 2 members, built by the linking rules
Morningstar Investment Management LLC is a filer group of 2 members, 2 of them filing 13F reports, with 116 filings between them.
Members
Each member with the evidence that put it in the group. A member counts only inside the quarters shown (method).
| Member | Kind | Quarters | Evidence |
|---|---|---|---|
| Morningstar Investment Services LLCCIK 1478215 | 13F filer | all |
|
| Morningstar Investment Management LLCCIK 1673385 | 13F filer | all |
|
Filings of the group
The union of the members' filings: 13F reports and notices, 13D and 13G naming a member, and Forms 3, 4 and 5 with a member as reporting owner. The newest 100 of 116.
| Filing | Subject | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-NT 0001478215-26-000004 | Quarter ended 2026-06-30 | 2026-07-23 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-26-085281 | Quarter ended 2026-06-30 | 2026-07-21 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-26-061223 | Quarter ended 2026-03-31 | 2026-05-14 | acceptance time not in the bulk data set | |
| 13F-NT 0001478215-26-000002 | Quarter ended 2025-12-31 | 2026-05-04 | acceptance time not in the bulk data set | |
| 13F-NT 0001478215-26-000003 | Quarter ended 2026-03-31 | 2026-05-04 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-26-011874 | Quarter ended 2025-12-31 | 2026-02-09 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-25-112875 | Quarter ended 2025-09-30 | 2025-11-17 | acceptance time not in the bulk data set | |
| 13F-NT 0001478215-25-000008 | Quarter ended 2025-09-30 | 2025-11-12 | acceptance time not in the bulk data set | |
| 13F-NT 0001478215-25-000005 | Quarter ended 2025-06-30 | 2025-07-30 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-25-071055 | Quarter ended 2025-06-30 | 2025-07-28 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-25-045607 | Quarter ended 2025-03-31 | 2025-05-07 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-25-044412 | Quarter ended 2025-03-31 | 2025-05-05 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-25-011953 | Quarter ended 2024-12-31 | 2025-02-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-25-008442 | Quarter ended 2024-12-31 | 2025-02-03 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-24-116248 | Quarter ended 2024-09-30 | 2024-11-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-24-115120 | Quarter ended 2024-09-30 | 2024-11-07 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-24-088733 | Quarter ended 2024-06-30 | 2024-08-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-24-087093 | Quarter ended 2024-06-30 | 2024-08-08 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-24-061404 | Quarter ended 2024-03-31 | 2024-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-24-060339 | Quarter ended 2024-03-31 | 2024-05-13 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001104659-24-045118 | Quarter ended 2023-06-30 | 2024-04-09 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001104659-24-045119 | Quarter ended 2023-09-30 | 2024-04-09 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001104659-24-045115 | Quarter ended 2023-06-30 | 2024-04-09 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001104659-24-045114 | Quarter ended 2023-03-31 | 2024-04-09 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001104659-24-045111 | Quarter ended 2023-03-31 | 2024-04-09 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001104659-24-045120 | Quarter ended 2023-09-30 | 2024-04-09 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001104659-24-044118 | Quarter ended 2022-09-30 | 2024-04-05 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001104659-24-044124 | Quarter ended 2022-12-31 | 2024-04-05 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001104659-24-044127 | Quarter ended 2022-12-31 | 2024-04-05 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001104659-24-044116 | Quarter ended 2022-03-31 | 2024-04-05 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001104659-24-044117 | Quarter ended 2022-06-30 | 2024-04-05 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001104659-24-044119 | Quarter ended 2022-09-30 | 2024-04-05 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001104659-24-043511 | Quarter ended 2021-06-30 | 2024-04-04 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001104659-24-043513 | Quarter ended 2021-06-30 | 2024-04-04 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001104659-24-043517 | Quarter ended 2021-09-30 | 2024-04-04 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001104659-24-043515 | Quarter ended 2021-09-30 | 2024-04-04 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001104659-24-042961 | Quarter ended 2019-09-30 | 2024-04-03 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001104659-24-042963 | Quarter ended 2019-12-31 | 2024-04-03 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001104659-24-042964 | Quarter ended 2019-12-31 | 2024-04-03 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001104659-24-042962 | Quarter ended 2019-03-31 | 2024-04-03 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-24-019745 | Quarter ended 2023-12-31 | 2024-02-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-24-019914 | Quarter ended 2023-12-31 | 2024-02-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-23-117982 | Quarter ended 2023-09-30 | 2023-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-23-117967 | Quarter ended 2023-09-30 | 2023-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-23-091243 | Quarter ended 2023-06-30 | 2023-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-23-091236 | Quarter ended 2023-06-30 | 2023-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-23-060410 | Quarter ended 2023-03-31 | 2023-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-23-060422 | Quarter ended 2023-03-31 | 2023-05-15 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001104659-23-041976 | Quarter ended 2022-12-31 | 2023-04-05 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-23-018679 | Quarter ended 2022-12-31 | 2023-02-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-23-018682 | Quarter ended 2022-12-31 | 2023-02-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-22-117490 | Quarter ended 2022-09-30 | 2022-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-22-117506 | Quarter ended 2022-09-30 | 2022-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-22-089858 | Quarter ended 2022-06-30 | 2022-08-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-22-089921 | Quarter ended 2022-06-30 | 2022-08-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-22-058048 | Quarter ended 2022-03-31 | 2022-05-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-22-058044 | Quarter ended 2022-03-31 | 2022-05-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-22-010094 | Quarter ended 2021-12-31 | 2022-02-01 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-22-010091 | Quarter ended 2021-12-31 | 2022-02-01 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-21-138875 | Quarter ended 2021-09-30 | 2021-11-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-21-137741 | Quarter ended 2021-09-30 | 2021-11-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-21-103838 | Quarter ended 2021-06-30 | 2021-08-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-21-103410 | Quarter ended 2021-06-30 | 2021-08-11 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-21-064432 | Quarter ended 2021-03-31 | 2021-05-11 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-21-064434 | Quarter ended 2021-03-31 | 2021-05-11 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-21-023185 | Quarter ended 2020-12-31 | 2021-02-16 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-21-020583 | Quarter ended 2020-12-31 | 2021-02-11 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-20-123840 | Quarter ended 2020-09-30 | 2020-11-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-20-123434 | Quarter ended 2020-09-30 | 2020-11-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-20-088755 | Quarter ended 2020-06-30 | 2020-07-31 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-20-088229 | Quarter ended 2020-06-30 | 2020-07-30 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-20-060226 | Quarter ended 2020-03-31 | 2020-05-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-20-056234 | Quarter ended 2020-03-31 | 2020-05-04 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-20-016044 | Quarter ended 2019-12-31 | 2020-02-11 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-20-013783 | Quarter ended 2019-12-31 | 2020-02-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-19-061978 | Quarter ended 2019-09-30 | 2019-11-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-19-061942 | Quarter ended 2019-09-30 | 2019-11-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-19-045426 | Quarter ended 2019-06-30 | 2019-08-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-19-043899 | Quarter ended 2019-06-30 | 2019-08-05 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-19-028916 | Quarter ended 2019-03-31 | 2019-05-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-19-028934 | Quarter ended 2019-03-31 | 2019-05-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-19-008807 | Quarter ended 2018-12-31 | 2019-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-19-008537 | Quarter ended 2018-12-31 | 2019-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-18-066904 | Quarter ended 2018-09-30 | 2018-11-08 | acceptance time not in the bulk data set | |
| 13F-NT 0001104659-18-066903 | Quarter ended 2018-09-30 | 2018-11-08 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-18-049443 | Quarter ended 2018-06-30 | 2018-08-03 | acceptance time not in the bulk data set | |
| 13F-NT 0001104659-18-049404 | Quarter ended 2018-06-30 | 2018-08-03 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-18-032079 | Quarter ended 2018-03-31 | 2018-05-10 | acceptance time not in the bulk data set | |
| 13F-NT 0001104659-18-032078 | Quarter ended 2018-03-31 | 2018-05-10 | acceptance time not in the bulk data set | |
| 13F-NT 0001104659-18-007484 | Quarter ended 2017-12-31 | 2018-02-08 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-18-007482 | Quarter ended 2017-12-31 | 2018-02-08 | acceptance time not in the bulk data set | |
| 13F-NT 0001104659-17-067258 | Quarter ended 2017-09-30 | 2017-11-09 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-17-067256 | Quarter ended 2017-09-30 | 2017-11-09 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-17-049215 | Quarter ended 2017-06-30 | 2017-08-03 | acceptance time not in the bulk data set | |
| 13F-NT 0001104659-17-049214 | Quarter ended 2017-06-30 | 2017-08-03 | acceptance time not in the bulk data set | |
| 13F-NT 0001104659-17-029861 | Quarter ended 2017-03-31 | 2017-05-04 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-17-029858 | Quarter ended 2017-03-31 | 2017-05-04 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-17-007019 | Quarter ended 2016-12-31 | 2017-02-07 | acceptance time not in the bulk data set | |
| 13F-NT 0001104659-17-006853 | Quarter ended 2016-12-31 | 2017-02-07 | acceptance time not in the bulk data set | |
| 13F-NT 0001104659-16-155830 | Quarter ended 2016-09-30 | 2016-11-09 | acceptance time not in the bulk data set |