Buck Wealth Strategies, LLC

Position in MORN — Morningstar, Inc.

CIK 1973259 DENVER, CO

Position in MORN

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

Position Value

$7,020

New position

Shares Held

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#363

of 416 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Buck Wealth Strategies, LLC holds $95,401 across 7 Financial Data & Stock Exchanges names. MORN ranks #3 (7.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	217	$47,920
2	SPGI	S&P Global Inc.	85	$32,580
3	MORN	Morningstar, Inc. This page	45	$7,020
4	ICE	Intercontinental Exchange, Inc.	27	$3,323
5	FDS	Factset Research Systems Inc	14	$3,221
6	MCO	Moodys Corp /De/	2	$905
7	TRU	TransUnion	6	$432

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,020	45	—	Shares	Sole	2026-07-30
No filing history on record for this holder in this stock.