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Centerpoint Advisors, LLC

Position in MORN — Morningstar, Inc.

CIK 1733788 NEEDHAM, MA

Position in MORN

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$17,006
-$1,420 QoQ
Shares Held
109
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#341
of 419 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in MORN Over Time

Shares Held

Position Value (USD)

Position in Financial Data & Stock Exchanges

Financial Services · as of Jun 30, 2026

Centerpoint Advisors, LLC holds $406,299 across 5 Financial Data & Stock Exchanges names. MORN ranks #4 (4.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 MORN
Morningstar, Inc.
This page
109 $17,006

All Filings in MORN

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15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $17,006 109
2026-03-31 $18,426 109
2025-12-31 $17,167 79
2025-09-30 $14,152 61
2025-06-30 $19,463 62
2025-03-31 $18,591 62
2024-12-31 $20,879 62
2024-09-30 $19,785 62
2024-06-30 $18,342 62
2024-03-31 $19,118 62
2023-12-31 $17,746 62
2023-09-30 $14,522 62
2023-06-30 $12,352 63
2023-03-31 $12,790 63
2022-12-31 $13,645 63