Position in MORN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$96,108
-$8,533 QoQ
Shares Held
616
-0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#311
of 420 holders
Holding Since
Dec 2025
3 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, 2026Basecamp Wealth Advisors LLC holds $1,532,398 across 11 Financial Data & Stock Exchanges names. MORN ranks #7 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
1,031 | $397,078 | |
| 2 | CME |
Cme Group Inc.
|
1,582 | $349,353 | |
| 3 | FDS |
Factset Research Systems Inc
|
706 | $162,436 | |
| 4 | MCO |
Moodys Corp /De/
|
303 | $137,234 | |
| 5 | CBOE |
Cboe Global Markets, Inc.
|
482 | $116,966 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
880 | $108,336 | |
| 7 | MORN |
Morningstar, Inc.
This page
|
616 | $96,108 | |
| 8 | COIN |
Coinbase Global, Inc.
|
598 | $87,421 |
All Filings in MORN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $96,108 | 616 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $104,641 | 619 | Shares | Sole | 2026-06-24 | |
| 2025-12-31 | $134,949 | 621 | Shares | Sole | 2026-06-24 | |
| No filing history on record for this holder in this stock. | ||||||