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Disclosery

Morningstar Investment Management LLC: XLU position timeline

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

Morningstar Investment Management LLC held 0 XLU shares at 2025-06-30 per its 13F-HR filed 2025-07-28.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -56,061 shares

    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).

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

  2. period ended2025-03-31
    13F 56,061 shares
    Change vs previous 13F +160 shares

    0.38% of the 13F portfolio, value $4,420,000.

    13F-HR 0001104659-25-045607 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 ended2024-12-31
    13F 55,901 shares
    Change vs previous 13F +9,506 shares

    0.33% of the 13F portfolio, value $4,231,000.

    13F-HR 0001104659-25-008442 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 ended2024-09-30
    13F 46,395 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $3,723,000.

    13F-HR 0001104659-24-116248 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).