Position in MORN
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$190,968
-$815,048 QoQ
Shares Held
1,224
-79.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#292
of 416 holders
Holding Since
Jun 2024
9 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, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $13,026,244 across 7 Financial Data & Stock Exchanges names. MORN ranks #7 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
40,726 | $8,993,522 | |
| 2 | MSCI |
MSCI Inc.
|
1,989 | $1,113,919 | |
| 3 | SPGI |
S&P Global Inc.
|
2,499 | $962,762 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
9,648 | $760,455 | |
| 5 | MCO |
Moodys Corp /De/
|
1,245 | $563,885 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
3,580 | $440,733 | |
| 7 | MORN |
Morningstar, Inc.
This page
|
1,224 | $190,968 |
All Filings in MORN
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $190,968 | 1,224 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,006,016 | 5,951 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $905,748 | 4,168 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $947,992 | 4,086 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,277,695 | 4,070 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,020,157 | 3,402 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $949,999 | 2,821 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $716,424 | 2,245 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $621,876 | 2,102 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||