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Disclosery

Morningstar Investment Management LLC: BNY position timeline

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

Morningstar Investment Management LLC held 0 BNY shares at 2025-09-30 per its 13F-HR filed 2025-11-17.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -4,310 shares

    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).

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

  2. period ended2025-06-30
    13F 4,310 shares
    Change vs previous 13F -24,162 shares

    0.03% of the 13F portfolio, value $393,000.

    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).

  3. period ended2025-03-31
    13F 28,472 shares
    Change vs previous 13F -33,329 shares

    0.44% of the 13F portfolio, value $2,388,000.

    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: 28,472 shares
    • Morningstar Investment Management LLC: 0 shares

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

  4. period ended2024-12-31
    13F 61,801 shares
    Change vs previous 13F -557,906 shares

    0.2% of the 13F portfolio, value $4,748,000.

    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: 56,856 shares
    • Morningstar Investment Management LLC: 4,945 shares

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

  5. period ended2024-09-30
    13F 619,707 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $44,528,000.

    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: 599,848 shares
    • Morningstar Investment Management LLC: 19,859 shares

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