Position in MORN
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$19,970
-$5,556 QoQ
Shares Held
128
-15.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#338
of 416 holders
Holding Since
Sep 2025
4 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, 2026ELEVATION WEALTH PARTNERS, LLC holds $245,206 across 11 Financial Data & Stock Exchanges names. MORN ranks #5 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COIN |
Coinbase Global, Inc.
|
442 | $64,615 | |
| 2 | SPGI |
S&P Global Inc.
|
137 | $50,088 | |
| 3 | FDS |
Factset Research Systems Inc
|
143 | $32,901 | |
| 4 | MSCI |
MSCI Inc.
|
44 | $24,641 | |
| 5 | MORN |
Morningstar, Inc.
This page
|
128 | $19,970 | |
| 6 | MCO |
Moodys Corp /De/
|
40 | $18,116 | |
| 7 | CME |
Cme Group Inc.
|
76 | $16,783 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
104 | $8,197 |
All Filings in MORN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,970 | 128 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $25,526 | 151 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $13,690 | 63 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $464 | 2 | Shares | Sole | 2025-10-14 | |
| No filing history on record for this holder in this stock. | ||||||