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Morningstar Investment Management LLC: META position timeline

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

Morningstar Investment Management LLC held 37,736 META 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 37,736 shares
    Change vs previous 13F 0 shares

    1.33% of the 13F portfolio, value $21,589,898.

    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 37,736 shares
    Change vs previous 13F +1,907 shares

    1.34% of the 13F portfolio, value $21,589,898.

    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 35,829 shares
    Change vs previous 13F -33,466 shares

    1.4% of the 13F portfolio, value $23,650,000.

    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 69,295 shares
    Change vs previous 13F +17,381 shares

    1.87% of the 13F portfolio, value $50,888,000.

    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 51,914 shares
    Change vs previous 13F -8,734 shares

    3.36% of the 13F portfolio, value $38,317,000.

    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 60,648 shares
    Change vs previous 13F -19,794 shares

    2.03% of the 13F portfolio, value $34,955,000.

    13F-HR 0001104659-25-045607 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 18,028 shares
    • Morningstar Investment Management LLC: 42,620 shares

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

  7. period ended2024-12-31
    13F 80,442 shares
    Change vs previous 13F -423,463 shares

    1.99% of the 13F portfolio, value $47,099,000.

    13F-HR 0001104659-25-011953 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 41,928 shares
    • Morningstar Investment Management LLC: 38,514 shares

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

  8. period ended2024-09-30
    13F 503,905 shares
    Change vs previous 13F not available

    2.65% of the 13F portfolio, value $287,074,000.

    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: 452,463 shares
    • Morningstar Investment Management LLC: 51,442 shares

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