Morningstar shares owned by Centerpoint Advisors
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Centerpoint Advisors
from 13F filings
Historical chart of Centerpoint Advisors investment in Morningstar
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Quarterly reported holdings in Morningstar by Centerpoint Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $17k | 79 | 215.19 |
| 2025-09-30 | $14k | 61 | 229.51 |
| 2025-06-30 | $19k | 62 | 306.45 |
| 2025-03-31 | $19k | 62 | 306.45 |
| 2024-12-31 | $21k | 62 | 338.71 |
| 2024-09-30 | $20k | 62 | 322.58 |
| 2024-06-30 | $18k | 62 | 290.32 |
| 2024-03-31 | $19k | 62 | 306.45 |
| 2023-12-31 | $18k | 62 | 290.32 |
| 2023-09-30 | $15k | 62 | 241.94 |
| 2023-06-30 | $12k | 63 | 190.48 |
| 2023-03-31 | $13k | 63 | 206.35 |
| 2022-12-31 | $14k | 63 | 222.22 |