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Morningstar Investment Management LLC: V position timeline

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

Morningstar Investment Management LLC held 43,563 V 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 43,563 shares
    Change vs previous 13F 0 shares

    0.81% of the 13F portfolio, value $13,166,481.

    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 43,563 shares
    Change vs previous 13F -9,588 shares

    0.82% of the 13F portfolio, value $13,166,481.

    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 53,151 shares
    Change vs previous 13F -46,607 shares

    1.1% of the 13F portfolio, value $18,641,000.

    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 99,758 shares
    Change vs previous 13F +81,135 shares

    1.25% of the 13F portfolio, value $34,056,000.

    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 ended2025-03-31
    13F 18,623 shares
    Change vs previous 13F -30,204 shares

    1.2% of the 13F portfolio, value $6,526,000.

    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: 18,623 shares
    • Morningstar Investment Management LLC: 0 shares

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

  6. period ended2024-12-31
    13F 48,827 shares
    Change vs previous 13F -441,351 shares

    0.65% of the 13F portfolio, value $15,431,000.

    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: 43,143 shares
    • Morningstar Investment Management LLC: 5,684 shares

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

  7. period ended2024-09-30
    13F 490,178 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $134,916,000.

    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: 484,494 shares
    • Morningstar Investment Management LLC: 5,684 shares

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