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Morningstar Investment Management LLC: FTEC position timeline

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

Morningstar Investment Management LLC held 117,953 FTEC 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 117,953 shares
    Change vs previous 13F 0 shares

    1.51% of the 13F portfolio, value $24,540,122.

    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 117,953 shares
    Change vs previous 13F +22,808 shares

    1.52% of the 13F portfolio, value $24,540,122.

    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 95,145 shares
    Change vs previous 13F -15,212 shares

    1.26% of the 13F portfolio, value $21,376,000.

    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 110,357 shares
    Change vs previous 13F -10,592 shares

    0.9% of the 13F portfolio, value $24,518,000.

    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 120,949 shares
    Change vs previous 13F +25,024 shares

    2.09% of the 13F portfolio, value $23,854,000.

    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 95,925 shares
    Change vs previous 13F +35,702 shares

    1.32% of the 13F portfolio, value $15,470,000.

    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 60,223 shares
    Change vs previous 13F +9,505 shares

    0.88% of the 13F portfolio, value $11,134,000.

    13F-HR 0001104659-25-008442 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).

  8. period ended2024-09-30
    13F 50,718 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $9,171,000.

    13F-HR 0001104659-24-116248 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).