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Disclosery

Avitas Wealth Management LLC: MCO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avitas Wealth Management LLC on MCO, newest first. How the timeline and the estimate are built.

Avitas Wealth Management LLC held 2,803 MCO shares at 2024-12-31 per its 13F-HR filed 2025-01-27.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 2,803 shares
    Change vs previous 13F +22 shares

    0.18% of the 13F portfolio, value $1,326,856.

    13F-HR 0001734565-25-000001 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-09-30
    13F 2,781 shares
    Change vs previous 13F +47 shares

    0.19% of the 13F portfolio, value $1,319,835.

    13F-HR 0001734565-24-000007 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-06-30
    13F 2,734 shares
    Change vs previous 13F +22 shares

    0.17% of the 13F portfolio, value $1,150,823.

    13F-HR 0001734565-24-000004 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-03-31
    13F 2,712 shares
    Change vs previous 13F +52 shares

    0.16% of the 13F portfolio, value $1,065,897.

    13F-HR 0001734565-24-000003 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-12-31
    13F 2,660 shares
    Change vs previous 13F +97 shares

    0.17% of the 13F portfolio, value $1,038,890.

    13F-HR 0001734565-24-000001 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-09-30
    13F 2,563 shares
    Change vs previous 13F +7 shares

    0.15% of the 13F portfolio, value $810,344.

    13F-HR 0001734565-23-000005 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-06-30
    13F 2,556 shares
    Change vs previous 13F +30 shares

    0.16% of the 13F portfolio, value $888,772.

    13F-HR 0001734565-23-000004 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-03-31
    13F 2,526 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $773,007.

    13F-HR 0001734565-23-000003 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).