Morningstar Investment Services - Portfolio Holdings by Quarter

Historical 13F-HR SEC quarterly filings for Morningstar Investment Services going back to Feb. 9, 2011

• Morningstar Investment Services 2023 Q3 - filed Nov. 14, 2023 - new!
• Morningstar Investment Services 2023 Q2 - filed Aug. 14, 2023
• Morningstar Investment Services 2023 Q1 - filed May 15, 2023
• Morningstar Investment Services 2022 Q4 amended - filed April 5, 2023
• Morningstar Investment Services 2022 Q4 - filed Feb. 10, 2023
• Morningstar Investment Services 2022 Q3 - filed Nov. 14, 2022
• Morningstar Investment Services 2022 Q2 - filed Aug. 12, 2022
• Morningstar Investment Services 2022 Q1 - filed May 10, 2022
• Morningstar Investment Services 2021 Q4 - filed Feb. 1, 2022
• Morningstar Investment Services 2021 Q3 - filed Nov. 12, 2021
• Morningstar Investment Services 2021 Q2 - filed Aug. 12, 2021
• Morningstar Investment Services 2021 Q1 - filed May 11, 2021
• Morningstar Investment Services 2020 Q4 - filed Feb. 11, 2021
• Morningstar Investment Services 2020 Q3 - filed Nov. 10, 2020
• Morningstar Investment Services 2020 Q2 - filed July 30, 2020
• Morningstar Investment Services 2020 Q1 - filed May 4, 2020
• Morningstar Investment Services 2019 Q4 - filed Feb. 10, 2020
• Morningstar Investment Services 2019 Q3 - filed Nov. 12, 2019
• Morningstar Investment Services 2019 Q2 - filed Aug. 13, 2019
• Morningstar Investment Services 2019 Q1 - filed May 13, 2019
• Morningstar Investment Services 2018 Q4 - filed Feb. 14, 2019
• Morningstar Investment Services 2018 Q3 - filed Nov. 8, 2018
• Morningstar Investment Services 2018 Q2 - filed Aug. 3, 2018
• Morningstar Investment Services 2018 Q1 - filed May 10, 2018
• Morningstar Investment Services 2017 Q4 - filed Feb. 8, 2018
• Morningstar Investment Services 2017 Q3 - filed Nov. 9, 2017
• Morningstar Investment Services 2017 Q2 - filed Aug. 3, 2017
• Morningstar Investment Services 2017 Q1 - filed May 4, 2017
• Morningstar Investment Services 2016 Q4 - filed Feb. 7, 2017
• Morningstar Investment Services 2016 Q3 - filed Nov. 9, 2016
• Morningstar Investment Services 2016 Q2 - filed Aug. 4, 2016
• Morningstar Investment Services 2016 Q1 - filed May 16, 2016
• Morningstar Investment Services 2015 Q4 - filed Feb. 11, 2016
• Morningstar Investment Services 2015 Q3 - filed Oct. 20, 2015
• Morningstar Investment Services 2015 Q2 - filed July 31, 2015
• Morningstar Investment Services 2015 Q1 - filed May 13, 2015
• Morningstar Investment Services 2014 Q4 - filed Feb. 5, 2015
• Morningstar Investment Services 2014 Q3 - filed Nov. 12, 2014
• Morningstar Investment Services 2014 Q2 - filed Aug. 7, 2014
• Morningstar Investment Services 2014 Q1 - filed May 14, 2014
• Morningstar Investment Services 2013 Q4 - filed Feb. 7, 2014
• Morningstar Investment Services 2013 Q3 - filed Nov. 12, 2013
• Morningstar Investment Services 2013 Q2 - filed Aug. 7, 2013
• Morningstar Investment Services 2013 Q1 - filed May 13, 2013
• Morningstar Investment Services 2012 Q4 - filed Feb. 1, 2013
• Morningstar Investment Services 2012 Q3 - filed Nov. 6, 2012
• Morningstar Investment Services 2012 Q2 - filed Aug. 13, 2012
• Morningstar Investment Services 2012 Q1 - filed May 14, 2012
• Morningstar Investment Services 2011 Q4 - filed Feb. 3, 2012
• Morningstar Investment Services 2011 Q4 restated - filed Feb. 3, 2012
• Morningstar Investment Services 2011 Q3 - filed Nov. 9, 2011
• Morningstar Investment Services 2011 Q2 - filed Aug. 12, 2011
• Morningstar Investment Services 2011 Q1 - filed May 4, 2011
• Morningstar Investment Services 2010 Q4 - filed Feb. 9, 2011