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Cedar Mountain Advisors, LLC

Position in MORN — Morningstar, Inc.

CIK 1798986 LAKE OSWEGO, OR

Position in MORN

as of Jun 30, 2026 · filed Jul 2, 2026
Position Value
$12,013
-$1,003 QoQ
Shares Held
77
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#352
of 419 holders
Holding Since
Mar 2020
26 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

Cedar Mountain Advisors, LLC holds $52,500 across 6 Financial Data & Stock Exchanges names. MORN ranks #2 (22.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 MORN
Morningstar, Inc.
This page
77 $12,013

All Filings in MORN

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $12,013 77
2026-03-31 $13,016 77
2025-12-31 $16,732 77
2025-09-30 $17,864 77
2025-06-30 $24,172 77
2025-03-31 $23,089 77
2024-12-31 $25,593 76
2024-09-30 $24,253 76
2024-06-30 $22,484 76
2024-03-31 $23,436 76
2023-12-31 $21,754 76
2023-09-30 $17,802 76
2023-06-30 $14,901 76
2023-03-31 $15,430 76
2022-12-31 $16,460 76
2022-09-30 $15,924 75
2022-06-30 $18,137 75
2022-03-31 $20,487 75
2021-12-31 $25,649 75
2021-09-30 $19,427 75
2021-06-30 $19,283 75
2021-03-31 $16,878 75
2020-12-31 $17,367 75
2020-09-30 $12,045 75
2020-06-30 $10,572 75
2020-03-31 $8,718 75