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Morningstar Investment Management LLC: BDX position timeline

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

Morningstar Investment Management LLC held 19,364 BDX 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 19,364 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $3,044,602.

    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 19,364 shares
    Change vs previous 13F +983 shares

    0.19% of the 13F portfolio, value $3,044,602.

    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 18,381 shares
    Change vs previous 13F +2,923 shares

    0.21% of the 13F portfolio, value $3,567,000.

    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 15,458 shares
    Change vs previous 13F +7,777 shares

    0.11% of the 13F portfolio, value $2,894,000.

    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 7,681 shares
    Change vs previous 13F -13,601 shares

    0.12% of the 13F portfolio, value $1,323,000.

    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 21,282 shares
    Change vs previous 13F -25,590 shares

    0.89% of the 13F portfolio, value $4,875,000.

    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: 21,282 shares
    • Morningstar Investment Management LLC: 0 shares

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

  7. period ended2024-12-31
    13F 46,872 shares
    Change vs previous 13F -112,278 shares

    0.45% of the 13F portfolio, value $10,634,000.

    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: 42,975 shares
    • Morningstar Investment Management LLC: 3,897 shares

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

  8. period ended2024-09-30
    13F 159,150 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $38,429,000.

    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: 155,253 shares
    • Morningstar Investment Management LLC: 3,897 shares

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