Skip to content
Disclosery

Morningstar Investment Management LLC: APD position timeline

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

Morningstar Investment Management LLC held 15,805 APD 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 15,805 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $4,591,194.

    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 15,805 shares
    Change vs previous 13F -319 shares

    0.28% of the 13F portfolio, value $4,591,194.

    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 16,124 shares
    Change vs previous 13F +1,882 shares

    0.24% of the 13F portfolio, value $3,983,000.

    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 14,242 shares
    Change vs previous 13F +12,589 shares

    0.14% of the 13F portfolio, value $3,884,000.

    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 ended2025-06-30
    13F 1,653 shares
    Change vs previous 13F -11,769 shares

    0.04% of the 13F portfolio, value $466,000.

    13F-HR 0001104659-25-071055 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).

  6. period ended2025-03-31
    13F 13,422 shares
    Change vs previous 13F -22,217 shares

    0.73% of the 13F portfolio, value $3,959,000.

    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: 13,422 shares
    • Morningstar Investment Management LLC: 0 shares

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

  7. period ended2024-12-31
    13F 35,639 shares
    Change vs previous 13F -291,807 shares

    0.44% of the 13F portfolio, value $10,337,000.

    13F-HR 0001104659-25-011953 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 32,444 shares
    • Morningstar Investment Management LLC: 3,195 shares

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

  8. period ended2024-09-30
    13F 327,446 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $98,414,000.

    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: 324,168 shares
    • Morningstar Investment Management LLC: 3,278 shares

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