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Disclosery

Castleview Partners, LLC: MCO position timeline

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

Castleview Partners, LLC held 773 MCO shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 773 shares
    Change vs previous 13F -6 shares

    0.15% of the 13F portfolio, value $351,042.

    13F-HR 0001737088-26-000009 filed by Castleview Partners, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 779 shares
    Change vs previous 13F -17 shares

    0.16% of the 13F portfolio, value $352,825.

    13F-HR 0001737088-26-000007 filed by Castleview Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 796 shares
    Change vs previous 13F -47 shares

    0.18% of the 13F portfolio, value $347,255.

    13F-HR 0001737088-26-000004 filed by Castleview Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 843 shares
    Change vs previous 13F +48 shares

    0.21% of the 13F portfolio, value $430,647.

    13F-HR 0001737088-26-000003 filed by Castleview Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 795 shares
    Change vs previous 13F -53 shares

    0.21% of the 13F portfolio, value $378,802.

    13F-HR 0001737088-25-000008 filed by Castleview Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 848 shares
    Change vs previous 13F -17 shares

    0.27% of the 13F portfolio, value $425,348.

    13F-HR 0001737088-25-000006 filed by Castleview Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 865 shares
    Change vs previous 13F -133 shares

    0.27% of the 13F portfolio, value $402,821.

    13F-HR 0001737088-25-000005 filed by Castleview Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F/A 998 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $471,894.

    13F-HR/A 0001737088-25-000002 filed by Castleview Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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