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Morningstar Investment Management LLC: TFC position timeline

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

Morningstar Investment Management LLC held 47,479 TFC 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 47,479 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $2,182,610.

    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 47,479 shares
    Change vs previous 13F +4,097 shares

    0.14% of the 13F portfolio, value $2,182,610.

    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 43,382 shares
    Change vs previous 13F -1,162 shares

    0.13% of the 13F portfolio, value $2,135,000.

    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 44,544 shares
    Change vs previous 13F +28,816 shares

    0.07% of the 13F portfolio, value $2,037,000.

    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 15,728 shares
    Change vs previous 13F -36,015 shares

    0.06% of the 13F portfolio, value $676,000.

    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 51,743 shares
    Change vs previous 13F -52,187 shares

    0.12% of the 13F portfolio, value $2,129,000.

    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: 38,963 shares
    • Morningstar Investment Management LLC: 12,780 shares

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

  7. period ended2024-12-31
    13F 103,930 shares
    Change vs previous 13F -763,987 shares

    0.19% of the 13F portfolio, value $4,508,000.

    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: 88,299 shares
    • Morningstar Investment Management LLC: 15,631 shares

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

  8. period ended2024-09-30
    13F 867,917 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $36,954,000.

    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: 820,753 shares
    • Morningstar Investment Management LLC: 47,164 shares

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