Morningstar shares owned by Gibbs Wealth Management
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Gibbs Wealth Management
from 13F filings
Historical chart of Gibbs Wealth Management investment in Morningstar
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Quarterly reported holdings in Morningstar by Gibbs Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $734k | 3.2k | 232.04 |
| 2025-06-30 | $1.3M | 4.0k | 313.96 |
| 2025-03-31 | $1.1M | 3.7k | 299.87 |
| 2024-12-31 | $1.0M | 3.1k | 336.76 |
| 2024-09-30 | $798k | 2.5k | 319.12 |
| 2024-06-30 | $665k | 2.2k | 295.85 |
| 2024-03-31 | $551k | 1.8k | 308.37 |