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Morningstar Investment Management LLC: PM position timeline

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

Morningstar Investment Management LLC held 27,918 PM 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 27,918 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $4,615,962.

    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 27,918 shares
    Change vs previous 13F -10,774 shares

    0.29% of the 13F portfolio, value $4,615,962.

    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 38,692 shares
    Change vs previous 13F -24 shares

    0.37% of the 13F portfolio, value $6,207,000.

    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 38,716 shares
    Change vs previous 13F +35,999 shares

    0.23% of the 13F portfolio, value $6,280,000.

    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 2,717 shares
    Change vs previous 13F -42,868 shares

    0.04% of the 13F portfolio, value $495,000.

    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 45,585 shares
    Change vs previous 13F -50,651 shares

    1.33% of the 13F portfolio, value $7,236,000.

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

    • Morningstar Investment Services LLC: 45,585 shares
    • Morningstar Investment Management LLC: 0 shares

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

  7. period ended2024-12-31
    13F 96,236 shares
    Change vs previous 13F -780,821 shares

    0.49% of the 13F portfolio, value $11,582,000.

    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: 90,619 shares
    • Morningstar Investment Management LLC: 5,617 shares

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

  8. period ended2024-09-30
    13F 877,057 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $105,791,000.

    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: 871,129 shares
    • Morningstar Investment Management LLC: 5,928 shares

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