MORNINGSTAR INC holding history
As of Nov. 6, 2026 (UTC)
| March 31, 2025 | 56,585 | $16,968,144 | 0.29% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | May 8, 2025 |
| June 30, 2025 | 56,565 | $17,757,450 | 0.30% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 5, 2025 |
| Sept. 30, 2025 | 56,575 | $13,125,966 | 0.22% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Nov. 12, 2025 |
| Dec. 31, 2025 | 26,315 | $5,718,513 | 0.10% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Feb. 4, 2026 |
| March 31, 2026 | 26,185 | $4,426,574 | 0.09% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | May 4, 2026 |
| June 30, 2026 | 26,185 | $4,085,384 | 0.07% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 5, 2026 |
| Sept. 30, 2026 | 26,215 | $4,981,899 | 0.09% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Nov. 5, 2026 |
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Schedule 13G disclosures
No verified related disclosures are included in this freeze.
About reported holdings
13F reports quarter-end securities, excluding cash and shorts. Position changes do not establish trades, motives or returns; portfolio weights use disclosed 13F value.