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Morningstar Investment Management LLC: MO position timeline

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

Morningstar Investment Management LLC held 40,785 MO 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 40,785 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $2,691,402.

    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 40,785 shares
    Change vs previous 13F -20,422 shares

    0.17% of the 13F portfolio, value $2,691,402.

    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 61,207 shares
    Change vs previous 13F -31 shares

    0.21% of the 13F portfolio, value $3,529,000.

    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 61,238 shares
    Change vs previous 13F +41,341 shares

    0.15% of the 13F portfolio, value $4,045,000.

    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 19,897 shares
    Change vs previous 13F -11,853 shares

    0.1% of the 13F portfolio, value $1,167,000.

    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 31,750 shares
    Change vs previous 13F -14,035 shares

    0.11% of the 13F portfolio, value $1,906,000.

    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: 10,440 shares
    • Morningstar Investment Management LLC: 21,310 shares

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

  7. period ended2024-12-31
    13F 45,785 shares
    Change vs previous 13F -189,824 shares

    0.1% of the 13F portfolio, value $2,394,000.

    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: 23,444 shares
    • Morningstar Investment Management LLC: 22,341 shares

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

  8. period ended2024-09-30
    13F 235,609 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $12,002,000.

    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: 213,268 shares
    • Morningstar Investment Management LLC: 22,341 shares

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