Morningstar shares owned by Atlantic Private Wealth
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Atlantic Private Wealth
from 13F filings
Historical chart of Atlantic Private Wealth investment in Morningstar
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Quarterly reported holdings in Morningstar by Atlantic Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.7k | 16 | 232.00 |
| 2025-06-30 | $5.0k | 16 | 313.94 |
| 2025-03-31 | $4.8k | 16 | 299.88 |
| 2024-12-31 | $5.4k | 16 | 336.75 |
| 2024-09-30 | $5.1k | 16 | 319.06 |
| 2024-06-30 | $4.7k | 16 | 295.88 |
| 2024-03-31 | $4.9k | 16 | 308.38 |
| 2023-12-31 | $4.6k | 16 | 286.25 |
| 2023-09-30 | $3.7k | 16 | 234.25 |
| 2023-06-30 | $3.1k | 16 | 196.06 |
| 2023-03-31 | $3.2k | 16 | 203.00 |