CBIZ Investment Advisory Services, LLC
Position in MORN — Morningstar, Inc.
CIK 1795934
INDEPENDENCE, OH
Position in MORN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,496
-$208 QoQ
Shares Held
16
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#381
of 419 holders
Holding Since
Jun 2025
5 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, 2026CBIZ Investment Advisory Services, LLC holds $19,652 across 7 Financial Data & Stock Exchanges names. MORN ranks #4 (12.7% of the industry book) .
All Filings in MORN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,496 | 16 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,704 | 16 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,215 | 24 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,712 | 16 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $313 | 1 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||