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Morningstar Investment Management LLC: KVUE position timeline

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

Morningstar Investment Management LLC held 19,425 KVUE 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 19,425 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $334,887.

    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 19,425 shares
    Change vs previous 13F -155,231 shares

    0.02% of the 13F portfolio, value $334,887.

    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 174,656 shares
    Change vs previous 13F -694,829 shares

    0.18% of the 13F portfolio, value $3,013,000.

    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 869,485 shares
    Change vs previous 13F +856,914 shares

    0.52% of the 13F portfolio, value $14,112,000.

    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).

  5. period ended2025-06-30
    13F 12,571 shares
    Change vs previous 13F +1,783 shares

    0.02% of the 13F portfolio, value $263,000.

    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 10,788 shares
    Change vs previous 13F -1,604 shares

    0.02% of the 13F portfolio, value $259,000.

    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 12,392 shares
    Change vs previous 13F -6,434 shares

    0.02% of the 13F portfolio, value $265,000.

    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: 12,392 shares

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

  8. period ended2024-09-30
    13F 18,826 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $423,000.

    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: 9,353 shares
    • Morningstar Investment Management LLC: 9,473 shares

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