Morningstar shares owned by Willner & Heller
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Willner & Heller
from 13F filings
Historical chart of Willner & Heller investment in Morningstar
Tip: Access up to 7 years of quarterly data
All positions including Morningstar held by Willner & Heller consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morningstar by Willner & Heller
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $208k | 616 | 336.82 |
| 2022-03-31 | $207k | 605 | 342.15 |