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Disclosery

Morningstar Investment Management LLC: CHKP position timeline

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

Morningstar Investment Management LLC held 0 CHKP shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -31,242 shares

    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).

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

  2. period ended2025-12-31
    13F 31,242 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $5,797,000.

    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).

  3. period ended2025-09-30
    13F 31,242 shares
    Change vs previous 13F +13,429 shares

    0.24% of the 13F portfolio, value $6,464,000.

    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).

  4. period ended2025-03-31
    13F 17,813 shares
    Change vs previous 13F -29,176 shares

    0.74% of the 13F portfolio, value $4,060,000.

    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: 17,813 shares
    • Morningstar Investment Management LLC: 0 shares

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

  5. period ended2024-12-31
    13F 46,989 shares
    Change vs previous 13F -429,246 shares

    0.37% of the 13F portfolio, value $8,773,000.

    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: 44,730 shares
    • Morningstar Investment Management LLC: 2,259 shares

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

  6. period ended2024-09-30
    13F 476,235 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $91,966,000.

    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: 473,976 shares
    • Morningstar Investment Management LLC: 2,259 shares

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