Filer · Institutional
Morningstar Investment ManagementLLC
CIK 0001673385TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 8
Q1 202613F-HR
0001104659-26-061223 · filed 2026-05-14
315
positions
Q4 202513F-HR
0001104659-26-011874 · filed 2026-02-09
327
positions
Q3 202513F-HR
0001104659-25-112875 · filed 2025-11-17
471
positions
Q2 202513F-HR
0001104659-25-071055 · filed 2025-07-28
205
positions
Q1 202513F-HR
0001104659-25-045607 · filed 2025-05-07
71
positions
Q4 202413F-HR
0001104659-25-008442 · filed 2025-02-03
212
positions
Q3 202413F-HR
0001104659-24-116248 · filed 2024-11-12
214
positions
Q2 202413F-HR
0001104659-24-087093 · filed 2024-08-08
195
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.