Skip to content
Disclosery

Morningstar Investment Management LLC: VDC position timeline

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

Morningstar Investment Management LLC held 0 VDC shares at 2025-09-30 per its 13F-HR filed 2025-11-17.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -200,109 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 200,109 shares
    Change vs previous 13F -121,679 shares

    3.85% of the 13F portfolio, value $43,824,000.

    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).

  3. period ended2025-03-31
    13F 321,788 shares
    Change vs previous 13F -61,770 shares

    4.09% of the 13F portfolio, value $70,414,000.

    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: 5,524 shares
    • Morningstar Investment Management LLC: 316,264 shares

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

  4. period ended2024-12-31
    13F 383,558 shares
    Change vs previous 13F -131,222 shares

    3.42% of the 13F portfolio, value $81,077,000.

    13F-HR 0001104659-25-008442 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 10,265 shares
    • Morningstar Investment Management LLC: 373,293 shares

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

  5. period ended2024-09-30
    13F 514,780 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $111,654,000.

    13F-HR 0001104659-24-116248 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 127,515 shares
    • Morningstar Investment Management LLC: 387,265 shares

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