Morningstar Investment Management LLC: CMI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Morningstar Investment Management LLC on CMI, newest first. How the timeline and the estimate are built.
Morningstar Investment Management LLC held 0 CMI shares at 2025-09-30 per its 13F-HR filed 2025-11-17.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -920 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 920 sharesChange vs previous 13F +920 shares
0.03% of the 13F portfolio, value $301,000.
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 0 sharesChange vs previous 13F -837 shares
13F-HR 0001104659-25-045607 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).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 837 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $292,000.
13F-HR 0001104659-25-008442 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 ended2024-09-3013F 837 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $283,000.
13F-HR 0001104659-24-116248 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).