MOSAIC FAMILY WEALTH PARTNERS, LLC

Position in MORN — Morningstar, Inc.

CIK 1965241 ST. LOUIS, MO

Position in MORN

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,073,105

New position

Shares Held

6,878

first reported quarter

Ownership

0.018%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#164

of 419 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MOSAIC FAMILY WEALTH PARTNERS, LLC holds $3,011,879 across 4 Financial Data & Stock Exchanges names. MORN ranks #2 (35.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc.	3,485	$1,342,736
2	MORN	Morningstar, Inc. This page	6,878	$1,073,105
3	ICE	Intercontinental Exchange, Inc.	2,863	$352,463
4	CME	Cme Group Inc.	1,103	$243,575

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,073,105	6,878	—	Shares	Sole	2026-08-05
No filing history on record for this holder in this stock.