Position in MORN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,113,358
-$143,697 QoQ
Shares Held
7,136
-4.0% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#158
of 416 holders
Holding Since
Mar 2021
22 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, 2026CEERA INVESTMENTS, LLC holds $1,642,025 across 2 Financial Data & Stock Exchanges names. MORN ranks #1 (67.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MORN |
Morningstar, Inc.
This page
|
7,136 | $1,113,358 | |
| 2 | CME |
Cme Group Inc.
|
2,394 | $528,667 |
All Filings in MORN
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,113,358 | 7,136 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,257,055 | 7,436 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,760,428 | 8,101 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,073,241 | 8,936 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,072,118 | 9,786 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,934,527 | 9,786 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,295,533 | 9,786 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,122,908 | 9,786 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,898,146 | 9,796 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $3,036,211 | 9,846 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,859,823 | 9,991 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,917,693 | 12,456 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,442,247 | 12,456 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,551,274 | 12,566 | Shares | Sole | 2023-09-27 | |
| 2022-12-31 | $2,721,669 | 12,566 | Shares | Sole | 2023-10-02 | |
| 2022-09-30 | $2,687,971 | 12,660 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $3,145,966 | 13,009 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $3,588,634 | 13,137 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $4,520,081 | 13,217 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $3,480,586 | 13,437 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $3,462,500 | 13,467 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $3,031,738 | 13,472 | Shares | Sole | 2021-05-06 | |
| No filing history on record for this holder in this stock. | ||||||