Morningstar shares owned by Summit Wealth Group Llc / Co
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Summit Wealth Group Llc / Co
from 13F filings
Historical chart of Summit Wealth Group Llc / Co investment in Morningstar
Tip: Access up to 7 years of quarterly data
All positions including Morningstar held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morningstar by Summit Wealth Group Llc / Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $863k | 3.7k | 234.26 |
More positions owned by Summit Wealth Group Llc / Co
View all positions for Summit Wealth Group Llc / Co