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Morningstar Investment Management LLC: OMC position timeline

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

Morningstar Investment Management LLC held 43,233 OMC 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 43,233 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $3,255,877.

    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 43,233 shares
    Change vs previous 13F -85,363 shares

    0.2% of the 13F portfolio, value $3,255,877.

    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 128,596 shares
    Change vs previous 13F -54,536 shares

    0.61% of the 13F portfolio, value $10,384,000.

    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 183,132 shares
    Change vs previous 13F +154,997 shares

    0.55% of the 13F portfolio, value $14,931,000.

    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 ended2025-03-31
    13F 28,135 shares
    Change vs previous 13F -31,176 shares

    0.43% of the 13F portfolio, value $2,333,000.

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

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

  6. period ended2024-12-31
    13F 59,311 shares
    Change vs previous 13F -501,213 shares

    0.46% of the 13F portfolio, value $5,103,000.

    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: 59,311 shares
    • Morningstar Investment Management LLC: 0 shares

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

  7. period ended2024-09-30
    13F 560,524 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $57,549,000.

    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: 558,355 shares
    • Morningstar Investment Management LLC: 2,169 shares

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