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Disclosery

Morningstar Investment Management LLC: PHG position timeline

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

Morningstar Investment Management LLC held 0 PHG shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -110,306 shares

    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).

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

  2. period ended2025-12-31
    13F 110,306 shares
    Change vs previous 13F -89,019 shares

    0.18% of the 13F portfolio, value $2,987,000.

    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).

  3. period ended2025-09-30
    13F 199,325 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $5,434,000.

    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).