Back to MORN
Krilogy Financial LLC MORN Position History
Morningstar, Inc. • Financial Services
Quarters held
4
Latest value
$384K
Q3 2026
Peak value
$491K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $491K |
| Q4 2025 | $459K |
| Q2 2026 | $314K |
| Q3 2026 | $384K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $384K | 1.9K | — | — |
| Q2 2026 | $314K | 2.0K | — | — |
| Q4 2025 | $459K | 2.2K | — | — |
| Q3 2025 | $491K | 2.3K | — | — |
Other funds holding MORN
$545.9M
$449.3M
$388.4M
$364.8M
$279.4M
$245.5M
$244.3M
$231.7M