Position in MORN
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$15,602
New position
Shares Held
100
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#344
of 419 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Allied Private Wealth LLC holds $128,683 across 7 Financial Data & Stock Exchanges names. MORN ranks #3 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COIN |
Coinbase Global, Inc.
|
400 | $58,476 | |
| 2 | NDAQ |
Nasdaq, Inc.
|
234 | $18,443 | |
| 3 | MORN |
Morningstar, Inc.
This page
|
100 | $15,602 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
112 | $13,788 | |
| 5 | CME |
Cme Group Inc.
|
57 | $12,587 | |
| 6 | SPGI |
S&P Global Inc.
|
17 | $6,164 | |
| 7 | MCO |
Moodys Corp /De/
|
8 | $3,623 |
All Filings in MORN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,602 | 100 | Shares | Sole | 2026-07-09 | |
| No filing history on record for this holder in this stock. | ||||||