Holdings in MORN
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$13,740,293 |
63,229 |
-3.1%
|
Shares |
Sole |
2026-02-13 |
| 2025-09-30 |
$15,139,580 |
65,254 |
-8.8%
|
Shares |
Sole |
2025-11-06 |
| 2025-06-30 |
$22,472,365 |
71,584 |
-6.0%
|
Shares |
Sole |
2025-08-12 |
| 2025-03-31 |
$22,843,196 |
76,177 |
-1.3%
|
Shares |
Sole |
2025-05-29 |
| 2024-12-31 |
$25,978,339 |
77,142 |
-0.1%
|
Shares |
Sole |
2025-05-29 |
| 2024-09-30 |
$24,646,594 |
77,233 |
+2.0%
|
Shares |
Sole |
2024-11-12 |
| 2024-06-30 |
$22,410,341 |
75,749 |
+1.2%
|
Shares |
Sole |
2024-08-01 |
| 2024-03-31 |
$23,090,745 |
74,880 |
-3.3%
|
Shares |
Sole |
2024-05-09 |
| 2023-12-31 |
$22,164,135 |
77,432 |
-2.1%
|
Shares |
Sole |
2024-02-08 |
| 2023-09-30 |
$18,519,248 |
79,061 |
+133.0%
|
Shares |
Sole |
2023-11-09 |
| 2023-06-30 |
$6,652,851 |
33,931 |
-2.6%
|
Shares |
Sole |
2023-08-08 |
| 2023-03-31 |
$7,075,392 |
34,849 |
+5.8%
|
Shares |
Sole |
2023-05-11 |
| 2022-12-31 |
$7,135,774 |
32,946 |
+4.5%
|
Shares |
Sole |
2023-02-14 |
| 2022-09-30 |
$6,696,785 |
31,541 |
-2.7%
|
Shares |
Sole |
2022-11-10 |
| 2022-06-30 |
$7,835,775 |
32,402 |
+18.7%
|
Shares |
Sole |
2022-08-11 |
| 2022-03-31 |
$7,453,989 |
27,287 |
-2.7%
|
Shares |
Sole |
2022-05-12 |
| 2021-12-31 |
$9,590,767 |
28,044 |
+0.4%
|
Shares |
Sole |
2022-02-10 |
| 2021-09-30 |
$7,238,075 |
27,943 |
-11.2%
|
Shares |
Sole |
2021-11-12 |
| 2021-06-30 |
$8,093,051 |
31,477 |
+11.1%
|
Shares |
Sole |
2021-08-05 |
| 2021-03-31 |
$6,373,807 |
28,323 |
-7.2%
|
Shares |
Sole |
2021-05-06 |
| 2020-12-31 |
$7,070,989 |
30,535 |
-2.6%
|
Shares |
Sole |
2021-02-10 |
| 2020-09-30 |
$5,035,284 |
31,351 |
-3.5%
|
Shares |
Sole |
2020-11-12 |
| 2020-06-30 |
$4,580,679 |
32,494 |
+16.5%
|
Shares |
Sole |
2020-08-13 |
| 2020-03-31 |
$3,243,142 |
27,898 |
—
|
Shares |
Sole |
2020-05-06 |
