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Morningstar Investment Management LLC: CME position timeline

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

Morningstar Investment Management LLC held 8,546 CME 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 8,546 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $2,524,061.

    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 8,546 shares
    Change vs previous 13F -4,362 shares

    0.16% of the 13F portfolio, value $2,524,061.

    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 12,908 shares
    Change vs previous 13F -560 shares

    0.21% of the 13F portfolio, value $3,525,000.

    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 13,468 shares
    Change vs previous 13F +4,706 shares

    0.13% of the 13F portfolio, value $3,639,000.

    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 8,762 shares
    Change vs previous 13F -634 shares

    0.21% of the 13F portfolio, value $2,415,000.

    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).

  6. period ended2025-03-31
    13F 9,396 shares
    Change vs previous 13F +2,055 shares

    0.21% of the 13F portfolio, value $2,493,000.

    13F-HR 0001104659-25-045607 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).

  7. period ended2024-12-31
    13F 7,341 shares
    Change vs previous 13F -4,542 shares

    0.13% of the 13F portfolio, value $1,705,000.

    13F-HR 0001104659-25-008442 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 0 shares
    • Morningstar Investment Management LLC: 7,341 shares

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

  8. period ended2024-09-30
    13F 11,883 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,639,000.

    13F-HR 0001104659-24-116248 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 4,183 shares
    • Morningstar Investment Management LLC: 7,700 shares

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