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Morningstar Investment Management LLC: GOVT position timeline

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

Morningstar Investment Management LLC held 10,483,782 GOVT 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 10,483,782 shares
    Change vs previous 13F 0 shares

    14.81% of the 13F portfolio, value $240,183,446.

    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 10,483,782 shares
    Change vs previous 13F -217,710 shares

    14.87% of the 13F portfolio, value $240,183,446.

    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 10,701,492 shares
    Change vs previous 13F 0 shares

    14.55% of the 13F portfolio, value $246,402,000.

    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 10,701,492 shares
    Change vs previous 13F -389,563 shares

    9.1% of the 13F portfolio, value $247,418,000.

    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 11,091,055 shares
    Change vs previous 13F -1,329,030 shares

    22.37% of the 13F portfolio, value $254,872,000.

    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 12,420,085 shares
    Change vs previous 13F -704,379 shares

    24.3% of the 13F portfolio, value $285,476,000.

    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 13,124,464 shares
    Change vs previous 13F +4,242,493 shares

    23.78% of the 13F portfolio, value $301,600,000.

    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: 13,124,464 shares

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

  8. period ended2024-09-30
    13F 8,881,971 shares
    Change vs previous 13F not available

    1.89% of the 13F portfolio, value $204,339,000.

    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: 104,929 shares
    • Morningstar Investment Management LLC: 8,777,042 shares

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