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Morningstar shares owned by Essential Partners

Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Essential Partners from 13F filings

Historical chart of Essential Partners investment in Morningstar

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All positions including Morningstar held by Essential Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morningstar by Essential Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $208k 1.3k 156.02
2026-03-31 $106k 627 169.05
2025-12-31 $202k 931 217.31
2025-09-30 $122k 527 232.01
2025-06-30 $147k 468 313.93

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Schwab International Etf (SCHF)

View all positions for Essential Partners

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