Position in MORN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$655,596
-$54,752 QoQ
Shares Held
4,202
0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#203
of 419 holders
Holding Since
Dec 2021
19 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, 2026Martin Capital Advisors, LLP holds $3,031,575 across 4 Financial Data & Stock Exchanges names. MORN ranks #3 (21.6% of the industry book) .
All Filings in MORN
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $655,596 | 4,202 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $710,348 | 4,202 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $913,136 | 4,202 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $974,906 | 4,202 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,319,133 | 4,202 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,260,053 | 4,202 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,499,255 | 4,452 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,420,722 | 4,452 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $1,296,414 | 4,382 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,343,259 | 4,356 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,246,861 | 4,356 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,002,312 | 4,279 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $799,769 | 4,079 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $828,159 | 4,079 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $961,443 | 4,439 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $845,882 | 3,984 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,144,823 | 4,734 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,293,186 | 4,734 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,607,011 | 4,699 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||