Morningstar Investment Services LLC

Q2 2025 13F Notice

Signature - Title
Angela Larson - Chief Compliance Officer
Location
Chicago, IL
Holdings as of
30 Jun 2025
Filing time
30 Jul 2025, 16:46:24 UTC
Form type
13F-NT
Description
No holdings are reported in this report, and all US holdings are reported by other reporting manager(s). Top holdings included .
Previous filing
Q1 2025 - 05 May 2025
SEC
View on sec.gov

Morningstar Investment Services LLC didn't report any stock holdings as of Q2 2025.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Angela Larson Chief Compliance Officer Waukon, Iowa 30 Jul 2025

This 13F Notice filing is being submitted in lieu of a Holdings Report because the filer has wound down a portion of its advisory business which previously held Section 13(f) securities. As of the reporting period, the filer no longer exercises investment discretion over any Section 13(f) securities and therefore has no reportable holdings.