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Morningstar Investment Management LLC: PBR position timeline

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

Morningstar Investment Management LLC held 125,033 PBR 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 125,033 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $2,594,435.

    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 125,033 shares
    Change vs previous 13F -89,954 shares

    0.16% of the 13F portfolio, value $2,594,435.

    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 214,987 shares
    Change vs previous 13F -92,316 shares

    0.15% of the 13F portfolio, value $2,548,000.

    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 307,303 shares
    Change vs previous 13F +8,795 shares

    0.14% of the 13F portfolio, value $3,890,000.

    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 298,508 shares
    Change vs previous 13F +57,437 shares

    0.33% of the 13F portfolio, value $3,734,000.

    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 241,071 shares
    Change vs previous 13F +1,169 shares

    0.29% of the 13F portfolio, value $3,457,000.

    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 239,902 shares
    Change vs previous 13F +67,897 shares

    0.24% of the 13F portfolio, value $3,085,000.

    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 172,005 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $2,551,000.

    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).