Morningstar, Inc.
2021 Q2 - 2025 Q4 (4 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 |
|---|---|---|---|---|---|
| 2025 Q4 | 2/10/2026 | 2,833 | 0.0% | 13,035 | 12/31/2025 |
| 2025 Q3 | 11/13/2025 | 4,103 | 0.0% | 17,683 | 9/30/2025 |
| 2021 Q3 | 11/12/2021 | 321 | 0.0% | 1,238 | 9/30/2021 |
| 2021 Q2 | 8/12/2021 | 646 | 0.0% | 2,514 | 6/30/2021 |