Skip to content
Disclosery

Morningstar Investment Management LLC: ACN position timeline

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

Morningstar Investment Management LLC held 31,501 ACN shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,501 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $6,246,333.

    13F-HR 0001104659-26-085281 filed by Morningstar Investment Management 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 31,501 shares
    Change vs previous 13F -140 shares

    0.39% of the 13F portfolio, value $6,246,333.

    13F-HR 0001104659-26-061223 filed by Morningstar Investment 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 ended2025-12-31
    13F 31,641 shares
    Change vs previous 13F -25,113 shares

    0.5% of the 13F portfolio, value $8,489,000.

    13F-HR 0001104659-26-011874 filed by Morningstar Investment 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 ended2025-09-30
    13F 56,754 shares
    Change vs previous 13F +56,754 shares

    0.51% of the 13F portfolio, value $13,996,000.

    13F-HR 0001104659-25-112875 filed by Morningstar Investment 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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -1,854 shares

    13F-HR 0001104659-25-044412 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 0 shares
    • Morningstar Investment Management LLC: 0 shares

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 1,854 shares
    Change vs previous 13F -3,132 shares

    0.03% of the 13F portfolio, value $652,000.

    13F-HR 0001104659-25-008442 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 671 shares
    • Morningstar Investment Management LLC: 1,183 shares

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

  7. period ended2024-09-30
    13F 4,986 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,761,000.

    13F-HR 0001104659-24-115120 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 3,803 shares
    • Morningstar Investment Management LLC: 1,183 shares

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