PLANNING ALTERNATIVES LTD /ADV

Position in MORN — Morningstar, Inc.

CIK 712011 BIRMINGHAM, MI

Position in MORN

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$333,570

-$37,832 QoQ

Shares Held

2,138

-2.7% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#257

of 416 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PLANNING ALTERNATIVES LTD /ADV holds $599,918 across 2 Financial Data & Stock Exchanges names. MORN ranks #1 (55.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MORN	Morningstar, Inc. This page	2,138	$333,570
2	SPGI	S&P Global Inc.	691	$266,348

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$333,570	2,138	-2.7%	Shares	Sole	2026-08-12
2026-03-31	$371,402	2,197	-6.8%	Shares	Sole	2026-05-07
2025-12-31	$512,416	2,358	-1.4%	Shares	Sole	2026-02-06
2025-09-30	$554,967	2,392	0.0%	Shares	Sole	2025-11-12
2025-06-30	$750,920	2,392	-0.6%	Shares	Sole	2025-08-12
2025-03-31	$721,787	2,407	+6.8%	Shares	Sole	2025-05-09
2024-12-31	$759,057	2,254	0.0%	Shares	Sole	2025-02-06
2024-09-30	$719,296	2,254	+2.2%	Shares	Sole	2024-11-12
2024-06-30	$652,349	2,205	0.0%	Shares	Sole	2024-07-25
2024-03-31	$679,955	2,205	0.0%	Shares	Sole	2024-04-17
2023-12-31	$631,159	2,205	0.0%	Shares	Sole	2024-01-23
2023-09-30	$516,499	2,205	0.0%	Shares	Sole	2023-10-17
2023-06-30	$432,334	2,205	-2.9%	Shares	Sole	2023-07-18
2023-03-31	$460,878	2,270	0.0%	Shares	Sole	2023-05-04
2022-12-31	$491,659	2,270	0.0%	Shares	Sole	2023-01-19
2022-09-30	$481,966	2,270	0.0%	Shares	Sole	2022-10-12
2022-06-30	$548,954	2,270	—	Shares	Sole	2022-07-20
No filing history on record for this holder in this stock.