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Disclosery

Morningstar Investment Management LLC: KXI position timeline

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

Morningstar Investment Management LLC held 260,487 KXI 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 260,487 shares
    Change vs previous 13F 0 shares

    1.08% of the 13F portfolio, value $17,455,234.

    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 260,487 shares
    Change vs previous 13F -33,334 shares

    1.08% of the 13F portfolio, value $17,455,234.

    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 293,821 shares
    Change vs previous 13F 0 shares

    1.12% of the 13F portfolio, value $18,996,000.

    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 293,821 shares
    Change vs previous 13F +57,667 shares

    0.7% of the 13F portfolio, value $18,913,000.

    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 236,154 shares
    Change vs previous 13F +236,154 shares

    1.35% of the 13F portfolio, value $15,440,000.

    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 0 shares
    Change vs previous 13F -256,859 shares

    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).

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

  7. period ended2024-12-31
    13F 256,859 shares
    Change vs previous 13F +80,425 shares

    1.22% of the 13F portfolio, value $15,486,000.

    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 176,434 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $11,403,000.

    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).