1620 INVESTMENT ADVISORS, INC.

Position in MORN — Morningstar, Inc.

CIK 1907281 PLYMOUTH, MA

Position in MORN

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$185,663

New position

Shares Held

1,190

first reported quarter

Ownership

0.003%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#295

of 416 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 50% Shared 0% None 50%

Financial Services · as of Jun 30, 2026

1620 INVESTMENT ADVISORS, INC. holds $189,689 across 3 Financial Data & Stock Exchanges names. MORN ranks #1 (97.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MORN	Morningstar, Inc. This page	1,190	$185,663
2	COIN	Coinbase Global, Inc.	17	$2,485
3	SPGI	S&P Global Inc.	4	$1,541

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$185,663	1,190	—	Shares	Sole	2026-07-14
No filing history on record for this holder in this stock.