Position in MORN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$5,148
-$1,275 QoQ
Shares Held
33
-13.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#368
of 416 holders
Holding Since
Jun 2020
25 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $107,344 across 7 Financial Data & Stock Exchanges names. MORN ranks #5 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COIN |
Coinbase Global, Inc.
|
308 | $45,026 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
269 | $33,116 | |
| 3 | NDAQ |
Nasdaq, Inc.
|
150 | $11,823 | |
| 4 | CME |
Cme Group Inc.
|
40 | $8,833 | |
| 5 | MORN |
Morningstar, Inc.
This page
|
33 | $5,148 | |
| 6 | FDS |
Factset Research Systems Inc
|
13 | $2,991 | |
| 7 | SPGI |
S&P Global Inc.
|
1 | $407 |
All Filings in MORN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,148 | 33 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $6,423 | 38 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $7,171 | 33 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $7,656 | 33 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,359 | 33 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $9,895 | 33 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $24,583 | 73 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $26,486 | 83 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $18,638 | 63 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $19,427 | 63 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $18,033 | 63 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $14,757 | 63 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $12,352 | 63 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $12,790 | 63 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $13,645 | 63 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $10,191 | 48 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $7,980 | 33 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $9,014 | 33 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $11,285 | 33 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $8,547 | 33 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $8,484 | 33 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $7,426 | 33 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $7,641 | 33 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $5,300 | 33 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $4,652 | 33 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||