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Disclosery

Morningstar Investment Management LLC: C position timeline

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

Morningstar Investment Management LLC held 0 C shares at 2025-12-31 per its 13F-HR filed 2026-02-09.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -68,112 shares

    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).

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

  2. period ended2025-09-30
    13F 68,112 shares
    Change vs previous 13F +61,504 shares

    0.25% of the 13F portfolio, value $6,913,000.

    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).

  3. period ended2025-06-30
    13F 6,608 shares
    Change vs previous 13F +271 shares

    0.05% of the 13F portfolio, value $562,000.

    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).

  4. period ended2025-03-31
    13F 6,337 shares
    Change vs previous 13F -12,774 shares

    0.08% of the 13F portfolio, value $450,000.

    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: 6,337 shares
    • Morningstar Investment Management LLC: 0 shares

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

  5. period ended2024-12-31
    13F 19,111 shares
    Change vs previous 13F -163,844 shares

    0.06% of the 13F portfolio, value $1,346,000.

    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: 11,787 shares
    • Morningstar Investment Management LLC: 7,324 shares

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

  6. period ended2024-09-30
    13F 182,955 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $11,421,000.

    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: 158,551 shares
    • Morningstar Investment Management LLC: 24,404 shares

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