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Morningstar shares owned by Longview Financial Advisors

Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Longview Financial Advisors from 13F filings

Historical chart of Longview Financial Advisors investment in Morningstar

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All positions including Morningstar held by Longview Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morningstar by Longview Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $36k 155 232.01
2025-06-30 $49k 155 313.94
2025-03-31 $47k 155 299.87
2024-12-31 $52k 155 336.76

More positions owned by Longview Financial Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
J P Morgan Exchange Traded F Income Etf (JPIE)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Apple (AAPL)

View all positions for Longview Financial Advisors

Top funds holding Morningstar

Vanguard Group
BlackRock
Select Equity
Morgan Stanley
Bamco
Kayne Anderson Rudnick Investment Management
State Street Corporation
Geode Capital Management
Wellington Management Company
AQR Capital Management
Renaissance Technologies
Massachusetts Financial Services
Dimensional Fund Advisors
Liontrust Investment Partners
Daniel D. Thurber

View all funds holding Morningstar