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Morningstar Investment Management LLC: HD position timeline

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

Morningstar Investment Management LLC held 0 HD shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -19,965 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 19,965 shares
    Change vs previous 13F -56 shares

    0.41% of the 13F portfolio, value $6,870,000.

    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).

  3. period ended2025-09-30
    13F 20,021 shares
    Change vs previous 13F +19,125 shares

    0.3% of the 13F portfolio, value $8,112,000.

    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).

  4. period ended2025-03-31
    13F 896 shares
    Change vs previous 13F -2,344 shares

    0.06% of the 13F portfolio, value $328,000.

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

    • Morningstar Investment Services LLC: 896 shares
    • Morningstar Investment Management LLC: 0 shares

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

  5. period ended2024-12-31
    13F 3,240 shares
    Change vs previous 13F -6,562 shares

    0.05% of the 13F portfolio, value $1,260,000.

    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: 1,016 shares
    • Morningstar Investment Management LLC: 2,224 shares

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

  6. period ended2024-09-30
    13F 9,802 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,951,000.

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

    • Morningstar Investment Services LLC: 7,578 shares
    • Morningstar Investment Management LLC: 2,224 shares

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