Question 1

What is Morningstar Investment Services LLC?

Accepted Answer

Morningstar Investment Services LLC is an institutional investment manager. The fund files quarterly 13F reports disclosing equity and options positions.

Question 2

What are Morningstar Investment Services LLC's largest holdings?

Accepted Answer

Morningstar Investment Services LLC disclosed 134 positions including equity shares and options contracts.

Question 3

What stocks does Morningstar Investment Services LLC own?

Accepted Answer

Morningstar Investment Services LLC discloses all equity and options positions quarterly through SEC 13F filings.

Question 4

How many positions does Morningstar Investment Services LLC hold?

Accepted Answer

Morningstar Investment Services LLC disclosed 134 positions in their latest 13F filing, including equity shares and options.

Question 5

When did Morningstar Investment Services LLC file their latest 13F?

Accepted Answer

Morningstar Investment Services LLC files quarterly 13F reports within 45 days of quarter end (March 31, June 30, September 30, December 31).

Question 6

Where can I track Morningstar Investment Services LLC's portfolio changes?

Accepted Answer

Track Morningstar Investment Services LLC's 13F filings on Fintool, including new positions, exits, position size changes, and options activity.