Skip to content
Disclosery

Morningstar Investment Management LLC: BNDX position timeline

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

Morningstar Investment Management LLC held 793,418 BNDX 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 793,418 shares
    Change vs previous 13F 0 shares

    2.35% of the 13F portfolio, value $38,123,735.

    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 793,418 shares
    Change vs previous 13F +220,784 shares

    2.36% of the 13F portfolio, value $38,123,735.

    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 572,634 shares
    Change vs previous 13F +49,727 shares

    1.63% of the 13F portfolio, value $27,670,000.

    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 522,907 shares
    Change vs previous 13F +441,541 shares

    0.95% of the 13F portfolio, value $25,863,000.

    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 81,366 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $4,028,000.

    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).