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Morningstar Investment Management LLC: TXN position timeline

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

Morningstar Investment Management LLC held 15,689 TXN 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 15,689 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $3,045,862.

    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 15,689 shares
    Change vs previous 13F -12,362 shares

    0.19% of the 13F portfolio, value $3,045,862.

    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 28,051 shares
    Change vs previous 13F -27,094 shares

    0.29% of the 13F portfolio, value $4,867,000.

    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 55,145 shares
    Change vs previous 13F +50,115 shares

    0.37% of the 13F portfolio, value $10,132,000.

    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 5,030 shares
    Change vs previous 13F -1,097 shares

    0.09% of the 13F portfolio, value $1,044,000.

    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 6,127 shares
    Change vs previous 13F -12,829 shares

    0.2% of the 13F portfolio, value $1,101,000.

    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: 6,127 shares
    • Morningstar Investment Management LLC: 0 shares

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

  7. period ended2024-12-31
    13F 18,956 shares
    Change vs previous 13F -113,463 shares

    0.15% of the 13F portfolio, value $3,555,000.

    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: 13,576 shares
    • Morningstar Investment Management LLC: 5,380 shares

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

  8. period ended2024-09-30
    13F 132,419 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $27,691,000.

    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: 127,282 shares
    • Morningstar Investment Management LLC: 5,137 shares

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