Holdings in MORN
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$12,879,311 |
59,267 |
-28.5%
|
Shares |
Sole |
2026-02-13 |
| 2025-09-30 |
$19,240,821 |
82,931 |
-40.9%
|
Shares |
Sole |
2025-11-13 |
| 2025-06-30 |
$44,051,598 |
140,323 |
+0.9%
|
Shares |
Sole |
2025-08-14 |
| 2025-03-31 |
$41,702,620 |
139,069 |
+1.6%
|
Shares |
Sole |
2025-05-14 |
| 2024-12-31 |
$46,115,576 |
136,939 |
+1.4%
|
Shares |
Sole |
2025-02-11 |
| 2024-09-30 |
$43,098,751 |
135,055 |
+5.5%
|
Shares |
Sole |
2024-11-12 |
| 2024-06-30 |
$37,873,532 |
128,016 |
+0.9%
|
Shares |
Sole |
2024-08-13 |
| 2024-03-31 |
$39,142,020 |
126,932 |
+2.8%
|
Shares |
Sole |
2024-05-07 |
| 2023-12-31 |
$35,336,327 |
123,450 |
-3.4%
|
Shares |
Sole |
2024-02-14 |
| 2023-09-30 |
$29,938,917 |
127,813 |
+1.3%
|
Shares |
Sole |
2023-11-14 |
| 2023-06-30 |
$24,739,327 |
126,176 |
-1.5%
|
Shares |
Sole |
2023-08-11 |
| 2023-03-31 |
$26,015,248 |
128,135 |
+51.8%
|
Shares |
Sole |
2023-05-12 |
| 2022-12-31 |
$18,284,960 |
84,422 |
-0.5%
|
Shares |
Sole |
2023-02-10 |
| 2022-09-30 |
$18,017,687 |
84,861 |
+2.7%
|
Shares |
Sole |
2022-11-14 |
| 2022-06-30 |
$19,975,641 |
82,602 |
+7.5%
|
Shares |
Sole |
2022-08-15 |
| 2022-03-31 |
$20,994,206 |
76,854 |
+0.1%
|
Shares |
Sole |
2022-05-13 |
| 2021-12-31 |
$26,255,597 |
76,773 |
+2.7%
|
Shares |
Sole |
2022-02-14 |
| 2021-09-30 |
$19,356,793 |
74,728 |
+4.8%
|
Shares |
Sole |
2021-11-12 |
| 2021-06-30 |
$18,338,627 |
71,326 |
+11.0%
|
Shares |
Sole |
2021-08-06 |
| 2021-03-31 |
$14,464,896 |
64,277 |
+8.3%
|
Shares |
Sole |
2021-05-12 |
| 2020-12-31 |
$13,744,837 |
59,355 |
-8.2%
|
Shares |
Sole |
2021-02-08 |
| 2020-09-30 |
$10,379,260 |
64,624 |
+0.3%
|
Shares |
Sole |
2020-11-06 |
| 2020-06-30 |
$9,078,468 |
64,400 |
+62.8%
|
Shares |
Sole |
2020-08-17 |
| 2020-03-31 |
$4,597,222 |
39,546 |
—
|
Shares |
Sole |
2020-05-14 |
