Position in MORN
as of Jun 30, 2026
· filed Aug 11, 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
#382
of 419 holders
Holding Since
Mar 2023
14 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, 2026Atlantic Private Wealth, LLC holds $481,853 across 2 Financial Data & Stock Exchanges names. MORN ranks #2 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COIN |
Coinbase Global, Inc.
|
3,279 | $479,357 | |
| 2 | MORN |
Morningstar, Inc.
This page
|
16 | $2,496 |
All Filings in MORN
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,496 | 16 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,704 | 16 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,476 | 16 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,712 | 16 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $5,022 | 16 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,797 | 16 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $5,388 | 16 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $5,105 | 16 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $4,733 | 16 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,933 | 16 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,579 | 16 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $3,747 | 16 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $3,137 | 16 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,248 | 16 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||