Position in MORN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,219,764
-$145,314 QoQ
Shares Held
7,818
-3.2% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#149
of 416 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MORN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $10,871,462 across 6 Financial Data & Stock Exchanges names. MORN ranks #3 (11.2% of the industry book) .
All Filings in MORN
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,219,764 | 7,818 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,365,078 | 8,075 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,000,060 | 4,602 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,308,072 | 5,638 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,192,306 | 3,798 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,133,808 | 3,781 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,247,695 | 3,705 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $994,697 | 3,117 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $754,417 | 2,550 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||