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Disclosery

BSW Wealth Partners: MCO position timeline

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

BSW Wealth Partners held 612 MCO shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 612 shares
    Change vs previous 13F +11 shares

    0.03% of the 13F portfolio, value $277,024.

    13F-HR 0001512601-26-000007 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 601 shares
    Change vs previous 13F -549 shares

    0.03% of the 13F portfolio, value $262,010.

    13F-HR 0001512601-26-000005 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 1,150 shares
    Change vs previous 13F +8 shares

    0.07% of the 13F portfolio, value $587,688.

    13F-HR 0001512601-26-000003 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 1,142 shares
    Change vs previous 13F +48 shares

    0.07% of the 13F portfolio, value $544,279.

    13F-HR 0001512601-25-000013 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 1,094 shares
    Change vs previous 13F +11 shares

    0.08% of the 13F portfolio, value $548,826.

    13F-HR 0001512601-25-000009 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 1,083 shares
    Change vs previous 13F -17 shares

    0.08% of the 13F portfolio, value $504,366.

    13F-HR 0001512601-25-000007 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 1,100 shares
    Change vs previous 13F +77 shares

    0.08% of the 13F portfolio, value $520,664.

    13F-HR 0001512601-25-000003 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 1,023 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $485,418.

    13F-HR 0001512601-24-000017 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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