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Morningstar Investment Management LLC: SPSM position timeline

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

Morningstar Investment Management LLC held 774,051 SPSM 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 774,051 shares
    Change vs previous 13F 0 shares

    2.31% of the 13F portfolio, value $37,402,144.

    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 774,051 shares
    Change vs previous 13F -237,678 shares

    2.32% of the 13F portfolio, value $37,402,144.

    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 1,011,729 shares
    Change vs previous 13F +17,572 shares

    2.8% of the 13F portfolio, value $47,410,000.

    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 994,157 shares
    Change vs previous 13F +751,719 shares

    1.69% of the 13F portfolio, value $46,049,000.

    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 242,438 shares
    Change vs previous 13F -142,217 shares

    0.91% of the 13F portfolio, value $10,328,000.

    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 384,655 shares
    Change vs previous 13F +71,706 shares

    0.91% of the 13F portfolio, value $15,678,000.

    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: 180,530 shares
    • Morningstar Investment Management LLC: 204,125 shares

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

  7. period ended2024-12-31
    13F 312,949 shares
    Change vs previous 13F -879,275 shares

    0.59% of the 13F portfolio, value $14,058,000.

    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: 185,363 shares
    • Morningstar Investment Management LLC: 127,586 shares

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

  8. period ended2024-09-30
    13F 1,192,224 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $54,043,000.

    13F-HR 0001104659-24-115120 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).