Whipplewood Advisors, LLC

Position in MORN — Morningstar, Inc.

CIK 2052510 LITTLETON, CO

Position in MORN

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$468

-$2,574 QoQ

Shares Held

-83.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#407

of 419 holders

Holding Since

Dec 2024

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Whipplewood Advisors, LLC holds $23,332 across 6 Financial Data & Stock Exchanges names. MORN ranks #6 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc.	17	$6,164
2	MCO	Moodys Corp /De/	13	$5,887
3	MSCI	MSCI Inc.	8	$4,480
4	CBOE	Cboe Global Markets, Inc.	17	$4,125
5	CME	Cme Group Inc.	10	$2,208
6	MORN	Morningstar, Inc. This page	3	$468

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$468	3	-83.3%	Shares	Sole	2026-07-27
2026-03-31	$3,042	18	0.0%	Shares	Sole	2026-04-30
2025-06-30	$5,650	18	-21.7%	Shares	Other	2025-07-31
2025-03-31	$6,897	23	+27.8%	Shares	Sole	2025-04-10
2024-12-31	$6,061	18	—	Shares	Sole	2025-02-05
No filing history on record for this holder in this stock.