Bradley & Co. Private Wealth Management, LLC
Position in MORN — Morningstar, Inc.
CIK 1861678
MIAMI, FL
Position in MORN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$12,949
-$1,082 QoQ
Shares Held
83
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#351
of 419 holders
Holding Since
Mar 2021
21 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, 2026Bradley & Co. Private Wealth Management, LLC holds $13,095 across 2 Financial Data & Stock Exchanges names. MORN ranks #1 (98.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MORN |
Morningstar, Inc.
This page
|
83 | $12,949 | |
| 2 | COIN |
Coinbase Global, Inc.
|
1 | $146 |
All Filings in MORN
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,949 | 83 | Shares | Other | 2026-08-10 | |
| 2026-03-31 | $14,031 | 83 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $18,036 | 83 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $19,256 | 83 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $26,056 | 83 | Shares | Other | 2025-08-07 | |
| 2025-03-31 | $24,889 | 83 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $27,951 | 83 | Shares | Other | 2025-02-04 | |
| 2024-06-30 | $24,555 | 83 | Shares | Other | 2024-07-31 | |
| 2024-03-31 | $25,594 | 83 | Shares | Other | 2024-04-29 | |
| 2023-12-31 | $23,757 | 83 | Shares | Other | 2024-02-02 | |
| 2023-09-30 | $19,441 | 83 | Shares | Other | 2023-10-27 | |
| 2023-06-30 | $16,273 | 83 | Shares | Other | 2023-07-25 | |
| 2023-03-31 | $16,851 | 83 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $17,976 | 83 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $17,622 | 83 | Shares | Other | 2022-10-21 | |
| 2022-06-30 | $20,071 | 83 | Shares | Other | 2022-07-25 | |
| 2022-03-31 | $22,673 | 83 | Shares | Other | 2022-05-06 | |
| 2021-12-31 | $28,385 | 83 | Shares | Other | 2022-01-21 | |
| 2021-09-30 | $21,499 | 83 | Shares | Other | 2021-11-05 | |
| 2021-06-30 | $21,340 | 83 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $18,678 | 83 | Shares | Other | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||