Position in MORN
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$296,344
-$232,588 QoQ
Shares Held
1,753
-28.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 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 Mar 31, 2026Gibbs Wealth Management holds $3,845,309 across 5 Financial Data & Stock Exchanges names. MORN ranks #5 (7.7% of the industry book) .
All Filings in MORN
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $296,344 | 1,753 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $528,932 | 2,434 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $733,615 | 3,162 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $1,263,254 | 4,024 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,117,915 | 3,728 | Shares | Other | 2025-11-04 | |
| 2024-12-31 | $1,031,159 | 3,062 | Shares | Other | 2025-11-04 | |
| 2024-09-30 | $797,800 | 2,500 | Shares | Other | 2025-11-04 | |
| 2024-06-30 | $665,366 | 2,249 | Shares | Other | 2025-11-04 | |
| 2024-03-31 | $550,748 | 1,786 | Shares | Other | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||