Morningstar Investment Management LLC: CMCSA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Morningstar Investment Management LLC on CMCSA, newest first. How the timeline and the estimate are built.
Morningstar Investment Management LLC held 173,139 CMCSA shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 173,139 sharesChange vs previous 13F 0 shares
0.31% of the 13F portfolio, value $4,970,821.
13F-HR 0001104659-26-085281 filed by Morningstar Investment Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 173,139 sharesChange vs previous 13F +10,378 shares
0.31% of the 13F portfolio, value $4,970,821.
13F-HR 0001104659-26-061223 filed by Morningstar Investment Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 162,761 sharesChange vs previous 13F -14,823 shares
0.29% of the 13F portfolio, value $4,865,000.
13F-HR 0001104659-26-011874 filed by Morningstar Investment Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 177,584 sharesChange vs previous 13F -52,972 shares
0.21% of the 13F portfolio, value $5,580,000.
13F-HR 0001104659-25-112875 filed by Morningstar Investment Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 230,556 sharesChange vs previous 13F -92,076 shares
0.72% of the 13F portfolio, value $8,229,000.
13F-HR 0001104659-25-071055 filed by Morningstar Investment Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 322,632 sharesChange vs previous 13F -125,833 shares
0.69% of the 13F portfolio, value $11,905,000.
13F-HR 0001104659-25-045607 filed by Morningstar Investment Management LLC
Filed (acceptance time not in the bulk data set), ingested- Morningstar Investment Services LLC: 138,002 shares
- Morningstar Investment Management LLC: 184,630 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 448,465 sharesChange vs previous 13F -2,361,975 shares
0.71% of the 13F portfolio, value $16,831,000.
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: 279,742 shares
- Morningstar Investment Management LLC: 168,723 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,810,440 sharesChange vs previous 13F not available
1.08% of the 13F portfolio, value $117,093,000.
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: 2,598,557 shares
- Morningstar Investment Management LLC: 211,883 shares
Acceptance time not in the bulk data set (spec §4.2).