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Morningstar Investment Management LLC: FLGB position timeline

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

Morningstar Investment Management LLC held 215,970 FLGB 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 215,970 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $7,507,117.

    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 215,970 shares
    Change vs previous 13F +133,510 shares

    0.46% of the 13F portfolio, value $7,507,117.

    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 ended2025-03-31
    13F 82,460 shares
    Change vs previous 13F -67,884 shares

    0.43% of the 13F portfolio, value $2,363,000.

    13F-HR 0001104659-25-044412 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 150,344 shares
    Change vs previous 13F -1,596,646 shares

    0.36% of the 13F portfolio, value $3,937,000.

    13F-HR 0001104659-25-011953 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 1,746,990 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $50,193,000.

    13F-HR 0001104659-24-115120 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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