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Cedar Mountain Advisors, LLC → MORN
Cedar Mountain Advisors, LLC MORN Position History
Morningstar, Inc. • Financial Services
Quarters held
5
Latest value
$15K
Q3 2026
Peak value
$18K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $18K |
| Q4 2025 | $17K |
| Q1 2026 | $13K |
| Q2 2026 | $12K |
| Q3 2026 | $15K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $15K | 78 | — | — |
| Q2 2026 | $12K | 77 | — | — |
| Q1 2026 | $13K | 77 | — | — |
| Q4 2025 | $17K | 77 | — | — |
| Q3 2025 | $18K | 77 | — | — |
Other funds holding MORN
$545.9M
$449.3M
$388.4M
$364.8M
$279.4M
$245.5M
$244.3M
$231.7M
Other Cedar Mountain Advisors, LLC positions
ETHA
$95.8MISHARES RUSSELL 1000 VALUE ETF
ETHA
$95.8MISHARES RUSSELL 1000 GROWTH ETF
ETHA
$94.9MISHARES RUSSELL 1000 GROWTH ETF
ETHA
$92.7MISHARES RUSSELL 1000 VALUE ETF
ETHA
$91.9MISHARES RUSSELL 1000 GROWTH ETF
ETHA
$91.6MISHARES RUSSELL 1000 GROWTH ETF
ETHA
$84.7MISHARES RUSSELL 1000 VALUE ETF
ETHA
$84.4MISHARES RUSSELL 1000 VALUE ETF