Morningstar, Inc.

SIGNATUREFD, LLC MORN

Report date

3/31/2026

Quarter

2026 Q1

Filed

4/7/2026

Shares

1,328

Value ($000)

224

Weight

0.0%

2013 Q4 - 2026 Q1 (28 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2026 Q1	4/7/2026	224	0.0%	1,328	3/31/2026
2025 Q4	1/20/2026	187	0.0%	861	12/31/2025
2025 Q3	10/21/2025	72	0.0%	311	9/30/2025
2025 Q2	7/16/2025	129	0.0%	410	6/30/2025
2025 Q1	5/2/2025	107	0.0%	358	3/31/2025
2024 Q4	2/10/2025	131	0.0%	389	12/31/2024
2024 Q3	10/21/2024	126	0.0%	396	9/30/2024
2024 Q2	7/29/2024	119	0.0%	404	6/30/2024
2024 Q1	5/3/2024	129	0.0%	418	3/31/2024
2023 Q4	2/1/2024	120	0.0%	418	12/31/2023
2023 Q3	11/3/2023	92	0.0%	392	9/30/2023
2023 Q2	8/1/2023	73	0.0%	372	6/30/2023
2023 Q1	4/28/2023	96	0.0%	472	3/31/2023
2022 Q4	1/30/2023	123	0.0%	566	12/31/2022
2022 Q3	11/8/2022	97	0.0%	457	9/30/2022
2022 Q2	8/10/2022	109	0.0%	452	6/30/2022
2022 Q1	5/2/2022	153	0.0%	559	3/31/2022
2021 Q4	1/25/2022	156	0.0%	455	12/31/2021
2021 Q3	10/28/2021	118	0.0%	454	9/30/2021
2021 Q2	7/26/2021	122	0.0%	473	6/30/2021
2021 Q1	4/30/2021	110	0.0%	489	3/31/2021
2020 Q4	2/11/2021	111	0.0%	481	12/31/2020
2020 Q3	11/3/2020	81	0.0%	506	9/30/2020
2020 Q2	7/30/2020	87	0.0%	619	6/30/2020
2020 Q1	4/23/2020	44	0.0%	376	3/31/2020
2019 Q4	2/5/2020	56	0.0%	372	12/31/2019
2014 Q1	5/16/2014	6	0.0%	70	3/31/2014
2013 Q4	2/11/2014	1	0.0%	9	12/31/2013